Christopher B. Ayer

NEW EDGE WEALTH

Portsmouth, NH 03801

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CRD#: 3187634

Professional summary

Christopher Bradley Ayer is a registered financial advisor currently at NEW EDGE WEALTH located in Portsmouth, New Hampshire and NEWEDGE SECURITIES, LLC located in Portsmouth, New Hampshire.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31 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.

1.) Old York Historical Society. Not investment related. 3 Lindsay Road, York, ME 03909. non-profit organization with a mandate to promote and protect York Maine's rich history and historical landmarks thus enhancing the town; Board of Directors. 7/2021. 5-10 hrs./month. 0 hrs. during trading. Form a strategic plan, plan events, prepare a budget, general non-profit/typical BOD duties. 2) CBA Asset Management* Yes Invest*11/5/24*Portsmouth NH*This is my company and how I operate my business at New Edge*Owner and Manager*manage my book of business at NEW*480 hour/0 non trade

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bradley Ayer'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®

None

Experience

Current

November 5, 2024 - Present

NEW EDGE WEALTH

Office #1: 36 Maplewood Avenue, Portsmouth, NH 03801

RIA

CRD#: 307771

Portsmouth, NH

Current

November 5, 2024 - Present

NEWEDGE SECURITIES, LLC

Office #1: 36 Maplewood Avenue, Portsmouth, NH 03801

CRD#: 10674

Portsmouth, NH

Past

August 25, 2023 - November 6, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Portsmouth, NH

Past

November 18, 2020 - November 6, 2024

PALLAS CAPITAL ADVISORS, LLC

RIA

CRD#: 7556

PURCHASE, 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".

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.

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

Maine
(11/5/2024)

Massachusetts
(11/6/2024)

Michigan
(11/7/2024)

New Hampshire
(11/5/2024)

IAR

New Hampshire
(11/5/2024)

Oregon
(11/5/2024)

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

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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Christopher B. Ayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bradley Ayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE SECURITIES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

PALLAS CAPITAL ADVISORS, LLC

NEWEDGE ADVISORS

TRIAD ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

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UBS FINANCIAL SERVICES INC.

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CITIGROUP GLOBAL MARKETS INC.

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MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

NEW EDGE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/1999

Series 63

Date: 4/26/1999

SIE

Date: 10/1/2018

Series 31

Date: 5/10/1999

Series 7

Date: 4/9/1999

FINRA

Nasdaq Stock Market

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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