Kirsten A. Tuzzo
NEW EDGE WEALTH | Senior Vice President
Boca Raton, FL 33432
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CRD#: 2092241
Professional summary
Kirsten Anne Tuzzo, who also goes by Kirsten Anne Bishop, Kirsten Bishop, Kirsten Anne Leonhardt, Kirsten Leonhardt, Kirsten Tuzzo, is a registered financial advisor currently at NEW EDGE WEALTH located in Boca Raton, Florida and NEWEDGE SECURITIES, LLC located in Boca Raton, Florida.
Kirsten is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kirsten has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Trading individual securities
Institutional consulting
Financial planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kirsten Anne Bishop | Kirsten Bishop | Kirsten Anne Leonhardt | Kirsten Leonhardt | Kirsten Tuzzo
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.
I*92042
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: SPLASH POOL AND SPA CARE
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
1760 PARKSIDE CIRCLE SOUTH,
BOCA RATON, FLORIDA 33486
NATURE OF BUSINESS: LLC,
POSITION, TITLE, ASSOCIATION: OFFICER,
START DATE OF RELATIONSHIP: 8/9/2010
NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: SILENT OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Kirsten Anne Tuzzo'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®
NoneExperience
Current
August 21, 2024 - Present
NEW EDGE WEALTH
Office #1: 980 N. Federal Hwy #302, Boca Raton, FL 33432RIA
CRD#: 307771
Boca Raton, FL
Current
August 16, 2024 - Present
NEWEDGE SECURITIES, LLC
Office #1: 980 N. Federal Hwy #302, Boca Raton, FL 33432BD
CRD#: 10674
Boca Raton, FL
Past
March 18, 2016 - August 20, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DELRAY BEACH, FL
Past
March 18, 2016 - August 20, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DELRAY BEACH, FL
Past
June 1, 2009 - April 11, 2016
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
June 1, 2009 - April 11, 2016
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
Past
February 27, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BOCA RATON, FL
Past
February 27, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BOCA RATON, FL
Past
January 5, 2004 - March 4, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
November 11, 2003 - March 4, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
Past
May 5, 1997 - April 11, 2000
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.
BD
CRD#: 20989
NEW YORK, NY
Past
June 23, 1993 - October 5, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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
Alabama(8/16/2024)
RR
Arizona(8/16/2024)
RR
California(8/16/2024)
RR
Colorado(8/16/2024)
RR
Connecticut(8/16/2024)
RR
District of Columbia(8/16/2024)
RR
Florida(8/16/2024)
IAR
Florida(8/21/2024)
RR
Georgia(8/16/2024)
RR
Illinois(8/16/2024)
RR
Indiana(8/16/2024)
RR
Kansas(8/16/2024)
RR
Maine(8/16/2024)
RR
Maryland(8/16/2024)
RR
Massachusetts(8/19/2024)
RR
Michigan(8/16/2024)
RR
Nevada(8/16/2024)
RR
New Jersey(8/16/2024)
RR
New York(8/16/2024)
RR
North Carolina(8/16/2024)
RR
Ohio(8/16/2024)
RR
Oregon(8/16/2024)
RR
Pennsylvania(8/16/2024)
RR
Rhode Island(8/16/2024)
RR
South Carolina(8/16/2024)
RR
Tennessee(8/16/2024)
RR
Texas(8/16/2024)
IAR
Texas(1/2/2025)
RR
Utah(8/16/2024)
RR
Vermont(8/16/2024)
RR
Virginia(8/16/2024)
RR
Wisconsin(10/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NEW EDGE WEALTH
Senior Vice PresidentCRD#: 307771Boca Raton, FL 33432TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
