William J. Debutts

NEW EDGE WEALTH

Atlanta, GA 30305

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CRD#: 2473998

Professional summary

William Jones Debutts III, CIMA® is a registered financial advisor currently at NEW EDGE WEALTH located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 10 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

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.

Buckhead Christian Ministry; Not investment related; 2847 Piedmont Rd NE, Atlanta, GA; Ministry; Board Member and Chair of Investment Committee; 01/29/2018; 1-5 hrs per month; 1-5 hrs during trading; Assist in setting organization strategy (Board) and execute the investment policy for the Endowment and Reserve accounts (Investment Committee).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jones Debutts III's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 30, 2025 - Present

NEW EDGE WEALTH

Office #1: 309 East Paces Ferry Road Ne, Suite 400, Atlanta, GA 30305

RIA

CRD#: 307771

Atlanta, GA

Past

October 30, 2018 - March 13, 2025

EDGE CAPITAL GROUP, LLC

RIA

CRD#: 297596

ATLANTA, GA

Past

July 7, 2015 - August 16, 2018

EDGE ADVISORS, LLC

RIA

CRD#: 142261

ATLANTA, GA

Past

March 24, 2010 - October 31, 2014

GLENMORE ADVISORS, LLC

RIA

CRD#: 152975

ATLANTA, GA

Past

August 1, 2007 - March 9, 2010

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

ATLANTA, GA

Past

July 20, 2007 - March 9, 2010

CITY NATIONAL SECURITIES, INC.

CRD#: 103705

LOS ANGELES, CA

Past

January 22, 2003 - July 9, 2007

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

RIA

CRD#: 107659

ATLANTA, GA

Past

January 18, 2002 - June 16, 2006

FORTIGENT SECURITIES COMPANY, LLC.

CRD#: 46022

ROCKVILLE, MD

Past

August 27, 1998 - October 30, 2001

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

June 6, 1997 - August 14, 1997

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

May 10, 1994 - July 2, 1996

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

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".

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)

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/30/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/6/1998

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/9/1994

General Securities Representative Examination

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (3/31/2025)

NEWEDGE WEALTH FORM ADV PART 2A FIRM BROCHURE (3/31/2025)

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	Cover Page	Report
12/22/2023	Cover Page	Report
01/27/2023	Cover Page	Report
07/28/2022	Cover Page	Report

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.

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Firm Stability Insights

William J. Debutts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jones Debutts III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDGE CAPITAL GROUP, LLC

EDGE ADVISORS, LLC

GLENMORE ADVISORS, LLC

CONVERGENT WEALTH ADVISORS, LLC

CITY NATIONAL SECURITIES, INC.

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

FORTIGENT SECURITIES COMPANY, LLC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

NEW EDGE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/1999

Series 63

Date: 6/2/1994

Series 3

Date: 11/6/1998

Series 7

Date: 5/9/1994

Current Firm

NEW EDGE WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NEW EDGE WEALTH

TRUST BUT VERIFY

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