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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

JUSTIN THOMAS REESE

Advisor at NEW EDGE WEALTH

STAMFORD, CT | Manhattan Beach, CA

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Search this name across graphsid dfx:ria:11498e59-70b1-2f79-2b76-6b5ec69a4442

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 1, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEW EDGE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 28, 2006
First registration: May 1, 2006
Dual registered: yes, broker-dealer
Other names: JUSTIN THOMAS REESE|JUSTIN THOMAS THOMAS REESE
IAPD individual key: 5100310

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEW EDGE WEALTH	Bd affiliated wealth	Sep 16, 2022	n/a	yes	STAMFORD, CT\|Manhattan Beach, CA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 26, 2012	Sep 27, 2022	no	BEVERLY HILLS, CA\|SANTA BARBARA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Nov 19, 2012	no	SANTA MONICA, CA\|SANTA MONICA, CA\|SANTA MONICA, CA\|SANTA MONICA, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Apr 17, 2008	Oct 23, 2009	no	LOS ANGELES, CA\|SANTA MONICA, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 1, 2006	Apr 23, 2008	no	Newport Beach, CA\|LONG BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	NEW EDGE WEALTH	Sep 27, 2022	Sep 16, 2022	-11	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Nov 19, 2012	Nov 26, 2012	7	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Apr 23, 2008	Apr 17, 2008	-6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:307771:CA:2022-09-27	Sep 27, 2022	Sep 16, 2022	SANTA BARBARA, CA	Firm change

Relationships

Registered with (5)

→ NEW EDGE WEALTHRegistered adviserregistration: current employment
Sep 16, 2022 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 26, 2012 to Sep 27, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Nov 19, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 17, 2008 to Oct 23, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 1, 2006 to Apr 23, 2008factForm ADV

Dated events

Occurred
Sep 27, 2022
Advisor changed firm
Justin Thomas Reese left Ubs Financial Services Inc. for New Edge Wealth (registered 2022-09-16)
Form ADVobserved 6 days ago