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KN

Kristen L. Nunes

NEW EDGE WEALTH
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 6254464
KN

Professional summary

Kristen Lee Nunes, who also goes by Kristen Lee Flaminio, Kristen Lie Nunes, is a registered financial advisor currently at NEW EDGE WEALTH located in Stamford, Connecticut and NEWEDGE SECURITIES, LLC located in Stamford, Connecticut.

Kristen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kristen has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Lee Flaminio | Kristen Lie Nunes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Lee Nunes'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

January 6, 2026 - Present

NEW EDGE WEALTH

Office #1: 2200 Atlantic Street Suite 200, Stamford, CT 06902
RIA
CRD#: 307771
Stamford, CT
Current

January 5, 2026 - Present

NEWEDGE SECURITIES, LLC

Office #1: 2200 Atlantic Street 2nd Fl South, Stamford, CT 06902
BD
CRD#: 10674
Stamford, CT
Past

October 9, 2023 - January 2, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Braintree, MA
Past

October 21, 2021 - December 31, 2025

PALLAS CAPITAL ADVISORS, LLC

RIA
CRD#: 310327
Johnston, RI
Past

January 16, 2019 - August 19, 2021

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
WARWICK, RI
Past

December 20, 2017 - August 19, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
WARWICK, RI
Past

August 18, 2015 - November 10, 2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

October 10, 2013 - April 23, 2015

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
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
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
Connecticut
(1/6/2026)
IAR
Texas
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/10/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (11/14/2025)
NEWEDGE WEALTH FORM ADV PART 2A FIRM BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts14,680
AUM (Assets Under Management)$ 12,064,984,416

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2025
Cover Page
Report
01/27/2025
Cover Page
Report
12/22/2023
Cover Page
Report
01/27/2023
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.

Company Information

NEW EDGE WEALTH

CRD#: 307771Stamford, CT 06902

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