Marc S. Levitt
NEW EDGE WEALTH | Managing Director - Wealth Management
STAMFORD, CT 06902
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CRD#: 2400402
Professional summary
Marc Shane Levitt, CIMA® is a registered financial advisor currently at NEW EDGE WEALTH located in Stamford, Connecticut and NEWEDGE SECURITIES, LLC located in Stamford, Connecticut.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Marc has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Philanthropic services
Loans/credit services
Trust & estate planning
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
Are you a "fiduciary"?
Yes
Aliases
None
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)DGS MANAGEMENT LLC / 4 POCCIA CIRCLE LARCHMONT,NEW YORK 10538 / COMPANY/ OTHER LLC FOR THE SOLE PURPOSE OF OWNING AN AIRCRAFT FOR PERSONAL USE /START DATE 5/8/2014 2)JORLYLA LLC / S2 OLD LOGGING ROAD BEDFORD,NY 10506 / OTHER/ OTHER PERSONAL USE OF AIRCRAFT / PERSONAL USE OF AIRCRAFT / OTHER / LLC / NA / START DATE 8/6/2014 3) Jorlyla2 LLC / 52 Old Logging Road Bedford,NY 10506 / Company/ Other LLC / To hold a fractional ownership share in a boat / Partner / / NONE / Start Date 01/01/2017 / 4) Louis Bell 2021 Insurance Trust/ investment related?:no / Bedford, NY, 10506/Trustee of my partners Life insurance Trust upon his death/ None until Louis Bell's Death at which time I will distribute money as per the terms of the trust/ start date: 3/29/2021 5)Lenox Advisors*OBA for selling life insurance*Invest Yes*5 Per mnth/5 during trade*9/16/22 6)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: 04/29/2022
CRS (Client Relationship Summary) - RIA
Click below to view Marc Shane Levitt'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
April 29, 2022 - Present
NEW EDGE WEALTH
Office #1: 2200 Atlantic Street 2nd Floor, Stamford, CT 06902RIA
CRD#: 307771
STAMFORD, CT
Current
April 29, 2022 - Present
NEWEDGE SECURITIES, LLC
Office #1: 2200 Atlantic Street 2nd Fl South, Stamford, CT 06902BD
CRD#: 10674
Stamford, CT
Past
October 15, 2013 - May 12, 2022
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW YORK, NY
Past
September 19, 2013 - May 12, 2022
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW YORK, NY
Past
November 17, 2004 - October 16, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
October 29, 2004 - October 16, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
July 1, 2003 - November 11, 2004
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
NEW YORK, NY
Past
July 1, 2003 - November 11, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 21, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
NEW YORK, NY
Past
November 4, 1993 - July 1, 2003
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
Arizona(1/30/2023)
RR
California(4/29/2022)
RR
Connecticut(4/29/2022)
IAR
Connecticut(5/2/2022)
RR
District of Columbia(4/29/2022)
RR
Florida(4/29/2022)
IAR
Florida(5/23/2022)
RR
Illinois(4/29/2022)
RR
Louisiana(4/29/2022)
RR
Maine(4/29/2022)
RR
Maryland(4/29/2022)
RR
Massachusetts(4/29/2022)
RR
Michigan(4/29/2022)
RR
Nevada(4/28/2025)
RR
New Jersey(4/29/2022)
RR
New York(4/29/2022)
RR
North Carolina(4/29/2022)
RR
Ohio(4/29/2022)
RR
Pennsylvania(4/29/2022)
RR
Rhode Island(1/2/2025)
RR
Tennessee(4/29/2022)
RR
Texas(4/29/2022)
IAR
Texas(4/29/2022)
RR
Virginia(6/9/2025)
RR
Washington(4/29/2022)
RR
Wisconsin(4/29/2022)
RR
Wyoming(2/11/2025)
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
Managing Director - Wealth ManagementCRD#: 307771Stamford, CT 06902TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
