Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
3yrs
Gregory Pool is a financial advisor in Stamford, Connecticut, with 3 years in the industry. Gregory joined New Edge Wealth in 2023, a firm offering financial planning, investment management, and private fund management. Gregory holds the CFA designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowNew Edge WealthCurrent firm
Contact Gregory
(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 Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call New Edge Wealth at (203) 424-2262 and ask for Gregory Pool. Gregory works from the Stamford, CT office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Gregory hold?
No exams are listed on the official record.
Is Gregory a fiduciary?
Gregory is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gregory 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 Gregory 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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