Lance A. White
NEW EDGE WEALTH | Managing Director
New Albany, OH 43054
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CRD#: 2682783
Lance Alan WhiteNEW EDGE WEALTH
Professional summary
Lance Alan White is a registered financial advisor currently at NEW EDGE WEALTH located in New Albany, Ohio.
Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lance has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Always Fiduciary
Min. Asset: $500K–$1M
250–500 clients
Services Offered
Risk Management & Insurance
Financial Planning
Investment Management
Estate & Legacy Planning
Retirement Planning
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) *382047- Blue Horseshoe Partners LLC; Investment related Yes; New Albany, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; During business hours: 0; After business hours: 5; Property Management 2) *382049 - LAW Investments Ltd; Investment related - Yes; New albany, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2013; During business hours: 5; After business hours: 5; 3) *408684 - Lance White LLC; Investment related - Yes; Naples, Florida; Investment/Finance/Banking; Managing Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 1; After business hours: 0; Investment Decisions/Advice 4) *408502 - Power of Attorney; Investment related Yes; Gahanna, OH; Aug 2020; During business hours: 1; After business hours: 0 5) *383381 - LC Partners Investment LLC; Investment related -Yes; New Albany, Ohio; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 1; After business hours: 0; Administrative 6) *435435 - LAW Investments II Ltd; Investment related - Yes; New albany, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 1; After business hours: 0; Property Management 7)*466854- RKM, LLC; Investment related -Yes; New Albany, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 3; Property Management
CRS (Client Relationship Summary) - RIA
Click below to view Lance Alan White'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
July 2, 2026 - Present
NEW EDGE WEALTH
Office #1: 25 Ealy Crossing N , New Albany, OH 43054RIA
CRD#: 307771
New Albany, OH
Past
October 7, 2019 - July 30, 2026
MORGAN STANLEY
RIA
CRD#: 149777
New Albany, OH
Past
October 7, 2019 - July 30, 2026
MORGAN STANLEY
BD
CRD#: 149777
New Albany, OH
Past
September 19, 2008 - October 16, 2019
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW ALBANY, OH
Past
September 19, 2008 - October 16, 2019
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW ALBANY, OH
Past
April 2, 2007 - September 22, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
COLUMBUS, OH
Past
April 2, 2007 - September 22, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
COLUMBUS, OH
Past
June 29, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
COLUMBUS, OH
Past
January 9, 1996 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
COLUMBUS, OH
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 | NEWEDGE FAMILY OFFICE | 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.Highlighted states indicate IAR registrations
IAR
Ohio(7/2/2026)
IAR
Texas(7/2/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NE
NEW EDGE WEALTH
NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEWEDGE FAMILY OFFICE | 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)Loading...
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 |
|---|---|---|
| 12/19/2025 | ||
| 01/27/2025 | ||
| 12/22/2023 | ||
| 01/27/2023 |
Red Flags
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Company Information
NEW EDGE WEALTH
Managing DirectorCRD#: 307771New Albany, OH 43054TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
