Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
28yrs
Claudio Ravinet
Financial advisor at New Edge Wealth
Claudio Ravinet has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Stamford, Connecticut. After 15 years at UBS Financial Services and less than a year at Banc of America Investment Services, Claudio joined New Edge Wealth in 2022, a firm offering financial planning, investment management, and private fund management. New Edge Wealth reports being paid through a percentage of assets, flat fees, and commissions.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office2200 Atlantic Street Suite 200, Stamford, CT 06902
FirmNew Edge Wealth
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee
Typical client at the firm ?$5.2 million
Advisors at the firm149
States licensed ?2 states
Services through New Edge Wealth
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowNew Edge WealthCurrent firm
- 2006 – 2022UBS Financial Services Inc.Previously
- Jun 2006 – Dec 2006Banc of America Investment Services, Inc.Previously
- Jun 2004 – Jun 2006Lehman Brothers Inc.Previously
Contact Claudio
(203) 424-2262New Edge Wealth main office 2200 Atlantic Street Suite 200Stamford, CT 06902Office · Get directions LinkedIn pageNew Edge Wealth
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Questions to ask Claudio
Tailored to Claudio’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Claudio
How do I contact Claudio?
Call New Edge Wealth at (203) 424-2262 and ask for Claudio Ravinet. Claudio works from the Stamford, CT office.
How long has Claudio been a financial advisor?
Claudio has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Claudio hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Claudio a fiduciary?
Claudio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Claudio paid?
New Edge Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains. Ask Claudio for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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