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Robert John Sechan Ii

NEW EDGE WEALTH
Delray Beach, FL
·CRD# 2326215·33 years experience

Professional Summary

Robert John Sechan II, who also goes by Robert II,robert Sechan Ii, is a registered financial advisor currently at NEW EDGE WEALTH located in Delray Beach, Florida and NEWEDGE SECURITIES, LLC located in Delray Beach, Florida. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Ii,robert Sechan Ii

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

Current

NEW EDGE WEALTHCurrent·CRD# 307771
RIA
298 Ne 2nd Ave, Delray Beach, FL 33444
December 11, 2020 - Present
NEWEDGE SECURITIES, LLCCurrent·CRD# 10674
BD
298 Ne 2nd Ave, Delray Beach, FL 33444
December 11, 2020 - Present

Past

UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
New York, NY
September 19, 2008 - December 22, 2020
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
New York, NY
September 19, 2008 - December 22, 2020
LEHMAN BROTHERS INC.Past·CRD# 7506
RIA
New York, NY
September 24, 2003 - October 2, 2008
LEHMAN BROTHERS INC.Past·CRD# 7506
BD
New York, NY
September 19, 2003 - October 2, 2008
MORGAN STANLEY & CO. LLCPast·CRD# 8209
RIA
New York, NY
May 23, 2002 - September 22, 2003
MORGAN STANLEY & CO. LLCPast·CRD# 8209
BD
New York, NY
December 13, 1996 - September 22, 2003
FEDERATED SECURITIES CORP.Past·CRD# 5009
BD
Pittsburgh, PA
March 17, 1993 - June 2, 1994

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Current Firm

NE
NEW EDGE WEALTH

ALIGNED BY NEWEDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEWEDGE FAMILY OFFICE | NEW EDGE WEALTH LLC | NEW EDGE WEALTH

CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - SEC (3/25/2020 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (2/24/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2200 Atlantic Street Suite 200, Stamford, CT 06902

Phone Number

(203) 424-2262

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (4/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,593

AUM (Assets Under Management)

$19,926,358,801

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2025Cover PageReport
01/27/2025Cover PageReport
12/22/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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)TECHNOSOFT CORPORATION; 28411 Northwestern Hwy, Southfield, MI 48034; Board Member; Member of Board of directors; Board Member; 8/31/2010; Business hours per month: No // PORTFOLIOS WITH PURPOSE; PO Box 237052, New York, NY 10023; Investment Game; Member of Board of directors; Board of Directors; 6/1/2012; Business hours per month: No // BEAU CHUCK LLC; 444 E Mar Dr, Unit 207, Ft. Laurderdale, FL 33308; Investments in personal collections such as a classic car and most recently, a boat; Member of a committee with management/supervisor functions; Together with my mom and father, we decide on investment opportunities, i.e. cars and boats; 3/4/2014; Business hours per month: No - - - - - - - - - - - - - - - - - - 2)NEW EDGE WEALTH PARTNERS, LLC~NON INVESTMENT RELATED~Stamford, CONNECTICUT, 06820~HOLDING COMPANY~MEMBER~DECEMBER 2020~20HRS PER MONTH~10HRS PER MONTH DURING MARKET - - - - - - - - - - - - - - - - - - - - - 3)NEW EDGE WEALTH~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~INVESTMENT ADVISOR REPRESENTATIVE~DECEMBER 2020~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS 4.Sechan Properties*51% ownership in a family holding company of land in PA that is leased out.*Yes Invest*1 Hr per mnth*1/18/24 5. Bitmine Immersion Technologies, Inc*Yes Invest*Las Vegas, NV*CEO Managing Partner Co-Founder*I was appointed to the Bitmine Immersion Technologies Inc. Nominating & Corporate Governance Committee, Compensation Committee, and Investment Committee*Committee Member for Bitmine Immersion Technologies, Inc.*11/12/25/ 2 Hrs trade/0 Non trade

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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

ALIGNED BY NEWEDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEWEDGE FAMILY OFFICE | NEW EDGE WEALTH LLC | NEW EDGE WEALTH

CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - SEC (3/25/2020 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (2/24/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(12/11/2020)
RR
California
(12/11/2020)
RR
Colorado
(12/11/2020)
RR
Connecticut
(12/11/2020)
IAR
Connecticut
(12/22/2020)
RR
Delaware
(12/11/2020)
RR
District of Columbia
(12/11/2020)
RR
Florida
(2/24/2026)
RR
Georgia
(1/4/2024)
RR
Idaho
(1/2/2025)
RR
Illinois
(12/11/2020)
RR
Kentucky
(12/11/2020)
RR
Maine
(12/11/2020)
RR
Maryland
(12/11/2020)
RR
Massachusetts
(12/11/2020)
RR
Michigan
(1/3/2023)
RR
Missouri
(12/11/2020)
RR
Montana
(1/4/2026)
RR
Nevada
(12/11/2020)
RR
New Hampshire
(4/3/2024)
RR
New Jersey
(12/11/2020)
RR
New Mexico
(1/3/2023)
RR
New York
(12/11/2020)
RR
North Carolina
(12/11/2020)
RR
Oregon
(12/11/2020)
RR
Pennsylvania
(12/11/2020)
RR
Puerto Rico
(2/25/2025)
RR
Rhode Island
(12/11/2020)
RR
South Carolina
(12/11/2020)
RR
South Dakota
(12/11/2020)
RR
Tennessee
(12/11/2020)
RR
Texas
(12/11/2020)
IAR
Texas
(12/11/2020)
RR
Utah
(1/3/2023)
RR
Vermont
(12/11/2020)
RR
Virginia
(12/11/2020)
RR
Washington
(12/11/2020)
RR
Wisconsin
(12/11/2020)
RR
Wyoming
(12/11/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1996About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Nov 1996About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Sep 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1993About the Series 6 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert John Sechan II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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