Matthew R. Vinsko
Professional summary
Matthew Robert Vinsko, who also goes by Matthew VInsko, is a registered financial advisor currently at NEW EDGE WEALTH located in Coral Gables, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Vinsko's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2025 - Present
NEW EDGE WEALTH
Office #1: 2525 Ponce De Leon Blvd, Suite 1080, Coral Gables, FL 33134September 2, 2024 - February 24, 2026
NEWEDGE SECURITIES, LLC
Primary Firm SEC Registration
NEW EDGE WEALTH
CRD#: 307771 / SEC#: 801-118291
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2025)
Exams
Series 7TO
Date: 8/31/2024
General Securities Representative ExaminationCurrent Firm
NEW EDGE WEALTH
CRD#: 307771 / SEC#: 801-118291
Contact information
SEC notice filing (53 States and Territories)
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 |
|---|---|---|
| 12/19/2025 | ||
| 01/27/2025 | ||
| 12/22/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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