DD
Damien T. Depeter
NEW EDGE WEALTH
STAMFORD, CT 06902
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CRD#: 4963967
DD
Damien Thomas DepeterNEW EDGE WEALTH
Professional summary
Damien Thomas Depeter is a registered financial advisor currently at NEW EDGE WEALTH located in Stamford, Connecticut.
Damien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Damien has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
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) RENTAL PROPERTY, INVESTMENT RELATED, MEREDITH,NH. OWNER, START: 9/30/2014, LESS THAN 1 HOUR/MONTH, 0 DURING TRADING, LANDLORD. 2. Peter George Ryan Memorial Scholarship*No Invest*Winchester MA*The Peter George Ryan Memorial Scholarship is an annual scholarship awarded a graduating senior boy and girl from the Winchester High School Senior Class. The scholarship is managed by the Winchester Basketball Association of Winchester, MA.*I have no position or title with Winchester Basketball Association or the Scholarship. I was a friend of the deceased and I will volunteer my time to grow awareness for the Scholarship.*The Scholarship is being developed now. As a close friend of the deceased, I know many of the people that he knew. I will help Winchester Basketball Association make them aware of the Scholarship.*3/23/2026*0 Trade/0 Hr non trade
CRS (Client Relationship Summary) - RIA
Click below to view Damien Thomas Depeter'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
January 6, 2026 - Present
NEW EDGE WEALTH
Office #1: 2200 Atlantic Street Suite 200, Stamford, CT 06902RIA
CRD#: 307771
STAMFORD, CT
Past
June 26, 2023 - December 31, 2025
PALLAS CAPITAL ADVISORS, LLC
RIA
CRD#: 310327
BRAINTREE, MA
Past
July 17, 2020 - June 30, 2023
MAYFLOWER ADVISORS
RIA
CRD#: 307857
BOSTON, MA
Past
July 17, 2020 - June 26, 2023
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
BOSTON, MA
Past
November 27, 2013 - July 21, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BOSTON, MA
Past
November 27, 2013 - July 21, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BOSTON, MA
Past
March 1, 2010 - November 29, 2013
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BOSTON, MA
Past
September 7, 2007 - November 29, 2013
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BOSTON, MA
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 - (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
Connecticut(1/6/2026)
IAR
Massachusetts(3/26/2026)
IAR
Texas(1/6/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (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
211
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,593 |
| AUM (Assets Under Management) | $ 19,926,358,801 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/27/2025 | ||
| 12/22/2023 |
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.
