Edge Wealth Management, LLC

Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.

John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.