Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
13yrs
Patrick Dillon
Financial advisor at New Edge Wealth
Patrick Dillon is a fiduciary financial advisor in Stamford, Connecticut, with 13 years in the industry. After six years at Morgan Stanley and two years at J.P. Morgan Securities, Patrick joined New Edge Wealth in 2025, 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
Experience13 years (since 2013)
How that compares ?13 years in the industry
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowNew Edge WealthCurrent firm
- 2020 – 2025Morgan StanleyPreviously
- Jun 2018 – Dec 2019J.P. Morgan Securities LLCPreviously
- 2013 – 2018Osaic Wealth, Inc.Previously
Contact Patrick
(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 Patrick
Tailored to Patrick’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call New Edge Wealth at (203) 424-2262 and ask for Patrick Dillon. Patrick works from the Stamford, CT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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