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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

CHRISTOPHER BRADLEY AYER

Advisor at NEW EDGE WEALTH

Portsmouth, NH | STAMFORD, CT

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Search this name across graphsid dfx:ria:d735e97e-73ca-6452-06e0-d438f717af3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 2, 1999 to Sep 14, 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 26, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 26, 1999
First registration: Jul 2, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 3187634

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	Nov 26, 2024	n/a	yes	Portsmouth, NH\|STAMFORD, CT	Current employment
PALLAS CAPITAL ADVISORS, LLC	Independent wealth	Nov 18, 2020	Nov 6, 2024	no	Portsmouth, NH\|BRAINTREE, MA	Previous registration
NEWEDGE ADVISORS	Bd affiliated wealth	Jan 24, 2020	Dec 8, 2020	no	Portsmouth, NH\|NEW ORLEANS, LA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 8, 2016	Jan 31, 2020	no	PORTSMOUTH, NH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 29, 2008	Jan 19, 2016	no	PORTSMOUTH, NH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 30, 2004	Sep 9, 2008	no	PORTSMOUTH, NH\|PORTSMOUTH, NH	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 2, 1999	May 4, 2004	no	PORTSMOUTH, NH	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
PALLAS CAPITAL ADVISORS, LLC	NEW EDGE WEALTH	Nov 6, 2024	Nov 26, 2024	20	Firm change	RIA to ibd
NEWEDGE ADVISORS	PALLAS CAPITAL ADVISORS, LLC	Dec 8, 2020	Nov 18, 2020	-20	Firm change	RIA to new firm
AMERIPRISE FINANCIAL SERVICES, LLC	NEWEDGE ADVISORS	Jan 31, 2020	Jan 24, 2020	-7	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 19, 2016	Jan 8, 2016	-11	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Sep 9, 2008	Aug 29, 2008	-11	Firm change	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	May 4, 2004	Apr 30, 2004	-4	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
171351:310327:LA:2020-12-01	Dec 8, 2020	Nov 18, 2020	NEW ORLEANS, LA	Firm change

Relationships

Registered with (7)

→ NEW EDGE WEALTHRegistered adviserregistration: current employment
Nov 26, 2024 to presentfactForm ADV
→ PALLAS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 18, 2020 to Nov 6, 2024factForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Jan 24, 2020 to Dec 8, 2020factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 8, 2016 to Jan 31, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 29, 2008 to Jan 19, 2016factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 30, 2004 to Sep 9, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 2, 1999 to May 4, 2004factForm ADV

Dated events

Occurred
Nov 6, 2024
Advisor changed firm
Christopher Bradley Ayer left Pallas Capital Advisors, Llc for New Edge Wealth (registered 2024-11-26)
Form ADVobserved 5 days ago