MB
Michael T. Bigley
NEW EDGE WEALTH
Mcmurrary, PA 15317
Some features on this profile are disabled
CRD#: 1427469
MB
Professional summary
Michael Thomas Bigley, AIF®, who also goes by Mike Bigley, is a registered financial advisor currently at NEW EDGE WEALTH located in Mcmurrary, Pennsylvania and NEWEDGE SECURITIES, LLC located in Mcmurray, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Bigley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Chief Centre LLC*Yes Invest*McMurray PA*Office Building*Managing Member*1/1/02*1hr per mnth/.5 hr during trade* Quarterly meeting on issues regarding maintenance and capital allocation 2)McCall Family Delaware Trust*No Invest*Wilmington, DE*Family Trust*Investment/Distribution Adivsor*1/1/10*0 hours per month*Trust only holds a mortgage on a home purchased in State College PA - annual authorization for payment of Trustee fees. 3)SKB Realty, LLC*Invest Yes*McMurray PA*family who are also clients are investors*Managing Member*1/1/08*1 hr per mnth/.5 during trade*Administration of partnership cash flows and annual tax information. 4) SKB Cumberland, LLC?Investment Related?104 Briarwood Drive McMurray PA 15317 Passive Investment in real estate LP's?Managing Member?Start date 2008?1 hour per month?� hour per month During Trade Hours?Administration of partnership cash flows and annual tax information 5) Biport Realty, LLC*Invest Yes*McMurray PA*Active and passive real estate investments with family members*Managing member*1/1/17*3 hrs per mnth .5 during trade*Oversight of property manager, administration of cash flows and annual tax information. 6)Bigley Investment Partnership*Invest Yes*McMurray PA*Managing Member - Investment, administration of cash flows, annual tax information. Both myself and my sons have direct ownership interests in the partnership*family members who are also clients are investors*8Hrs per mnth/2 Hr during trade*1/1/11* 7) Barbara Joan Bigley and Thomas George Bigley Irrevocable Trusts?Investment Related? McMurray PA 15317?Parents Irrevocable Trusts? Trustee?Start Date 1997?0 hours per month?.Investment, annual trust tax administration 8)Douglas and Carla Chen Irrevocable Life Insurance Trust*Yes Innest*Gibsonia PA*Irrevocable Life Insurance Trust*Trustee*1/1/19*0 hours per month*Pay semi-annual premiums 9)SKB 3, LLC*Yes Invest*McMurray PA*Managing Member - ownership interest through Bigley Investment Partnership - administration of partnership cash flows and annual tax information*family members who are also clients are investors.*1 Hr per mnth/.5 During Trade*1/1/16 10)NewEdge Wealth, LLC, an IAR.�Financial Advisor for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.� Home office 2200 Atlantic Street, Stamford CT, 06902.Start Date: 07/31/2022 11.MassMutual*Appointment with MassMutual to participate in life insurance commissions.*Yes Invest*1Hr per mnth/during trade*6/20/23*MassMutual - through Lenox Advisors
CRS (Client Relationship Summary) - RIA
Click below to view Michael Thomas Bigley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 1, 2022 - Present
NEW EDGE WEALTH
Office #1: 455 Valley Brook Road Suite 100, Mcmurrary, PA 15317RIA
CRD#: 307771
Mcmurrary, PA
Current
October 23, 1985 - Present
NEWEDGE SECURITIES, LLC
Office #1: 455 Valley Brook Road Suite 100, Mcmurray, PA 15317BD
CRD#: 10674
Mcmurray, PA
Past
November 1, 2021 - August 2, 2022
NEWEDGE ADVISORS
RIA
CRD#: 171351
McMurray, PA
Past
June 15, 1999 - December 31, 2004
GATEWAY FINANCIAL WEALTH MANAGEMENT LP
RIA
CRD#: 108748
MCMURRAY, PA
Past
February 19, 1991 - November 1, 2021
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 109771
MCMURRAY, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NE
NEW EDGE WEALTH
NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC
CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - (3/25/2020 Approved)Maryland
Registered Investment Advisory firm - (2/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (2/25/2020 Terminated)South Dakota
Registered Investment Advisory firm - (2/24/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (2/24/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/2/2015)
RR
Colorado(11/28/2023)
RR
Florida(4/6/1993)
RR
Georgia(3/2/2018)
RR
Indiana(1/3/2023)
RR
Massachusetts(7/31/1998)
RR
Michigan(9/4/2024)
RR
Minnesota(1/9/2017)
RR
New York(3/18/2015)
RR
North Carolina(6/19/2014)
RR
Ohio(6/23/1988)
RR
Pennsylvania(10/25/1985)
IAR
Pennsylvania(8/1/2022)
RR
Puerto Rico(11/17/2023)
IAR
Puerto Rico(11/30/2023)
RR
Texas(10/24/2016)
IAR
Texas(8/1/2022)
RR
Utah(7/29/2025)
RR
West Virginia(6/22/1988)
RR
Wisconsin(8/21/2002)
RR
Wyoming(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
NE
NEW EDGE WEALTH
NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC
CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - (3/25/2020 Approved)Maryland
Registered Investment Advisory firm - (2/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (2/25/2020 Terminated)South Dakota
Registered Investment Advisory firm - (2/24/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (2/24/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Atlantic Street Suite 200, Stamford, CT 06902
Mailing Address
Phone number
(203) 424-2262
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,680 |
| AUM (Assets Under Management) | $ 12,064,984,416 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 12/22/2023 | ||
| 01/27/2023 | ||
| 07/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
