AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MD

Michelle Ann Debusschere

NEW EDGE WEALTH
Stamford, CT
·CRD# 2454876·32 years experience

Professional Summary

Michelle Ann Debusschere is a registered financial advisor currently at NEW EDGE WEALTH located in Stamford, Connecticut and NEWEDGE SECURITIES, LLC located in Stamford, Connecticut. Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michelle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
View profile
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

Contact Information

Email

xxxxx@xxxx.xxx

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

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.

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

NEW EDGE WEALTH·CRD# 307771
RIA
1100 Atlantic Street 2nd Floor, Stamford, CT, 06902
June 20, 2023 - Present
NEWEDGE SECURITIES, LLC·CRD# 10674
BD
2200 Atlantic Street 2nd Fl South, Stamford, CT 06902
June 20, 2023 - Present
MORGAN STANLEY·CRD# 149777
RIA
New York, NY
June 1, 2009 - June 27, 2023
MORGAN STANLEY·CRD# 149777
BD
New York, NY
June 1, 2009 - June 27, 2023
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
New York, NY
March 29, 2006 - June 1, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
May 17, 1994 - June 1, 2009

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

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

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

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. New Edge Wealth*Director Client Service at New Edge Wealth*Yes Invest*80 Per mnth/80 during trade*6/20/23*Stamford CT 2.Cooba Partners*Partnership created to invest in private security investment. Winding down over 20 years. Small value.*Yes Invest*nvestment is small and winding down. Partnership will be closed as soon as value to zero.* 0 per mnth*1/1/16

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

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
California
(6/20/2023)
RR
Colorado
(6/20/2023)
RR
Connecticut
(6/20/2023)
IAR
Connecticut
(6/20/2023)
RR
Florida
(6/20/2023)
RR
Maine
(6/20/2023)
RR
Massachusetts
(6/20/2023)
RR
New Jersey
(1/2/2025)
RR
New York
(6/20/2023)
IAR
New York
(6/20/2023)
RR
North Carolina
(6/20/2023)
RR
Pennsylvania
(6/20/2023)
RR
Puerto Rico
(2/25/2025)
RR
Tennessee
(6/20/2023)
IAR
Texas
(6/20/2023)
RR
Virginia
(6/20/2023)
RR
Washington
(6/20/2023)

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 May 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Apr 1997About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed May 1994About the Series 7 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Debusschere's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
MD
Matthew Richard Day

RBC CAPITAL MARKETS, LLC

STAMFORD, CT · CRD#
MD
Follow Michelle
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required