DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Erica Jan Weiser

New Edge WealthBD affiliatedStamford, CtIA-onlyIAPD 2344253

Feed of 09/14/2026

Also filed as Erica Jan Abeles

At current firm

1 y

since Sep 11, 2025

In the industry

31 y

since Oct 18, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

New Edge Wealth BD affiliated current
since Sep 11, 2025 · Stamford, Ct
Mercer Global Advisors Inc. independent RIA
Feb 28, 2022 to Sep 18, 2025 · Charlotte, Nc
LPL Financial LLC BD affiliated
May 26, 2020 to Jan 31, 2022 · Fort Mill, Sc
Mariner BD affiliated
Jul 5, 2018 to May 6, 2020 · Overland Park, Ks
Edelman Financial Services, LLC former
May 15, 2017 to May 17, 2018 · Fairfax, Va
Cetera Advisor Networks LLC former
Jul 17, 2015 to Jun 15, 2016 · Waxhaw, Nc
Assetmark, Inc. BD affiliated
Jun 3, 2014 to Jun 23, 2015 · Concord, Ca

Moves

a registration end followed by a registration begin elsewhere

Mercer Global Advisors Inc. to New Edge Wealth
left Sep 18, 2025, registered Sep 11, 2025 (-7 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Mercer Global Advisors Inc.
left Jan 31, 2022, registered Feb 28, 2022 (28 days) · Affiliated broker-dealer or bank to independent RIA
Mariner to LPL Financial LLC
left May 6, 2020, registered May 26, 2020 (20 days) · Affiliated broker-dealer or bank to another
Edelman Financial Services, LLC to Mariner
left May 17, 2018, registered Jul 5, 2018 (49 days) · Affiliated broker-dealer or bank to independent RIA
Cetera Advisor Networks LLC to Edelman Financial Services, LLC
left Jun 15, 2016, registered May 15, 2017 (334 days) · Other
Assetmark, Inc. to Cetera Advisor Networks LLC
left Jun 23, 2015, registered Jul 17, 2015 (24 days) · Other

Signals

Erica Jan Weiser left Mercer Global Advisors Inc. for New Edge Wealth (registered 2025-09-11)
Sep 18, 2025 · Advisor changed firm · fact
Erica Jan Weiser left Lpl Financial Llc for Mercer Global Advisors Inc. (registered 2022-02-28)
Jan 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address