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DM

Donald C. Marcontell

NEW EDGE WEALTH
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 7605192
DM

Professional summary

Donald Chandler Marcontell, who also goes by Chandler Marcontell, Donald C Marcontell, is a registered financial advisor currently at NEW EDGE WEALTH located in Coral Gables, Florida and NEWEDGE SECURITIES, LLC located in Coral Gables, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Donald has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chandler Marcontell | Donald C Marcontell

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 Donald Chandler Marcontell'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

February 27, 2026 - Present

NEW EDGE WEALTH

Office #1: 2525 Ponce De Leon Blvd, Suite 1080, Coral Gables, FL 33134
RIA
CRD#: 307771
Coral Gables, FL
Current

February 27, 2026 - Present

NEWEDGE SECURITIES, LLC

Office #1: 2525 Ponce De Leon Blvd Suite 1080, Coral Gables, FL 33134
BD
CRD#: 10674
Coral Gables, FL
Past

February 11, 2026 - February 13, 2026

NEW EDGE WEALTH

RIA
CRD#: 307771
Coral Gables, FL
Past

February 11, 2026 - February 13, 2026

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
CORAL GABLES, FL
Past

May 8, 2024 - January 20, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

May 8, 2024 - January 20, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

July 17, 2023 - April 9, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DALLAS, TX
Past

September 19, 2022 - April 9, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DALLAS, TX

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.
RR
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

RR
Arkansas
(2/27/2026)
RR
Colorado
(2/27/2026)
RR
Florida
(2/27/2026)
RR
Louisiana
(2/27/2026)
RR
New Mexico
(2/27/2026)
RR
Oklahoma
(2/27/2026)
RR
Texas
(2/27/2026)
IAR
Texas
(2/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/17/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 307771Coral Gables, FL 33134

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