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Andrew Noble

Andrew Noble

NEW EDGE WEALTH
Atlanta, GA
·CRD# 7073507·7 years experience

Professional Summary

Andrew Noble, who also goes by Andrew P Noble, is a registered financial advisor currently at NEW EDGE WEALTH located in Atlanta, Georgia and NEWEDGE SECURITIES, LLC located in Atlanta, Georgia. Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Andrew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

Andrew Noble is a Wealth Advisor with J.P. Morgan Wealth Management. Andrew works closely with high-net-worth families, business owners and senior executives to guide them across their entire financial life. He views his role as a personal CFO and trusted advisor, using the wealth planning process to shine a light on any gaps or opportunities that would be valuable to explore. To do so, Andrew gets to know each family and discuss the goals that...

Other Aliases

Andrew P Noble

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

NEW EDGE WEALTH·CRD# 307771
RIA
1380 West Paces Ferry Road Nw Suite 2170, Atlanta, GA 30327
February 2, 2024 - Present
NEWEDGE SECURITIES, LLC·CRD# 10674
BD
1380 West Paces Ferry Road Nw Suite 2170, Atlanta, GA 30327
February 2, 2024 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Atlanta, GA
March 7, 2022 - February 3, 2024
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Atlanta, GA
March 4, 2022 - February 3, 2024
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Atlanta, GA
September 16, 2019 - February 18, 2022
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Atlanta, GA
August 16, 2019 - February 18, 2022

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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 - SEC (3/25/2020 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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).

Contact Information

Main Address

2200 Atlantic Street Suite 200, Stamford, CT 06902

Phone Number

(203) 424-2262

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (4/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,593

AUM (Assets Under Management)

$19,926,358,801

Accountant Surprise Examination Report

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

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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.newedge wealth*registered with newedge wealth as an IAR*Yes Invest*60 per Mnth/60 trade*2/2/24*Atlanta, Ga

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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 - SEC (3/25/2020 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(1/4/2026)
RR
Florida
(2/2/2024)
IAR
Georgia
(2/5/2024)
IAR
Texas
(2/2/2024)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2019About the SIE exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Noble's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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