Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
4yrs
Noah Stein
Financial advisor at New Edge Wealth
Based in Coral Gables, Florida, Noah Stein is a fiduciary financial advisor with 4 years of industry experience. Noah has been with New Edge Wealth since 2023. 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 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office2525 Ponce DE Leon Blvd, Suite 1080, Coral Gables, FL 33134
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
- 2023 – nowNew Edge WealthCurrent firm
Contact Noah
(203) 424-2262Firm headquarters in Stamford, CT. Ask for Noah. 2525 Ponce DE Leon Blvd, Suite 1080Coral Gables, FL 33134Office · Get directions LinkedIn pageNew Edge Wealth
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Questions to ask Noah
Tailored to Noah’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 Noah
How do I contact Noah?
Call New Edge Wealth at (203) 424-2262 and ask for Noah Stein. Noah works from the Coral Gables, FL office.
How long has Noah been a financial advisor?
Noah has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Noah hold?
Series 66. Tap any license on this page to see what it allows.
Is Noah a fiduciary?
Noah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Noah 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 Noah 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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