Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
11yrs
Erin Thomas
Financial advisor at New Edge Wealth
Erin Thomas has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Stamford, Connecticut. Erin has been with New Edge Wealth since 2026; before that, Erin spent ten years at UBS Financial Services. New Edge Wealth offers financial planning, investment management, and private fund management and is 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
Experience11 years (since 2016)
How that compares ?11 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 ?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.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowNew Edge WealthCurrent firm
- 2016 – 2026UBS Financial Services Inc.Previously
Contact Erin
(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 Erin
Tailored to Erin’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 Erin
How do I contact Erin?
Call New Edge Wealth at (203) 424-2262 and ask for Erin Thomas. Erin works from the Stamford, CT office.
How long has Erin been a financial advisor?
Erin has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Erin hold?
Series 66. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erin 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 Erin 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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