Matthew R. Vinsko

NEW EDGE WEALTH

Durham, NC 27701

Some features on this profile are disabled

CRD#: 7966187

Professional summary

Matthew Robert Vinsko, who also goes by Matthew VInsko, is a registered financial advisor currently at NEW EDGE WEALTH located in Durham, North Carolina.

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

Always Fiduciary

Aliases

Matthew Vinsko

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 Matthew Robert Vinsko'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 31, 2025 - Present

NEW EDGE WEALTH

Office #1: 110 Corcoran Street 5th Floor, Durham, NC, 27701

RIA

CRD#: 307771

Durham, NC

Past

September 2, 2024 - February 24, 2026

NEWEDGE SECURITIES, LLC

CRD#: 10674

CORAL GABLES, FL

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".

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)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/31/2025)

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.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 10/2/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 8/31/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 6/3/2024

Securities Industry Essentials Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

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

211

SEC notice filing (53 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)

NEWEDGE WEALTH FORM ADV PART 2A FIRM 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 Date	Form ADV-E Cover	Form ADV-E Report
12/19/2025	Cover Page	Report
01/27/2025	Cover Page	Report
12/22/2023	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.

Similar Advisors

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

APEX, NC

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raleigh, NC

Laird Hepburn

BSG ADVISERS

IAR

APEX, NC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew R. Vinsko

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Vinsko's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW EDGE WEALTH

NEWEDGE SECURITIES, LLC

Primary Firm SEC Registration

NEW EDGE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Passed: 10/2/2024

Series 7TO

Passed: 8/31/2024

SIE

Passed: 6/3/2024

Current Firm

NEW EDGE WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NEW EDGE WEALTH

TRUST BUT VERIFY

Similar Advisors