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Maryclare Breyel

Investment Adviser Representative at NEW EDGE Wealth

Atlanta, GACRD #7385045Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

MaryClare Breyel is an investment adviser representative with NEW EDGE Wealth in Atlanta, GA, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia and Texas.

Office

1380 West Paces Ferry Road Nw Suite 2170
Atlanta, GA 30327

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, Texas
Broker:
11 states and territories

Alabama, California, Connecticut, Florida, Georgia, Maryland, Nevada, North Carolina, Oklahoma, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/11/2023
Series 7
General Securities Representative Examination
Passed 12/3/2022
SIE
Securities Industry Essentials Examination
Passed 11/13/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

NEW EDGE WealthCurrent
2/2/2024 – Atlanta, GA
J.p. Morgan Securities LLC
7/21/2023 – 2/3/2024Atlanta, GA
Morgan Stanley
3/13/2023 – 7/7/2023Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Aug 2021 – Jul 2023Atlanta, GA
  2. University of Georgia
    Jan 2019 – May 2021Athens, GA
  3. Morgan Stanley
    Jun 2021 – Aug 2021Atlanta, GA
  4. Hotworx
    Apr 2021 – Jun 2021Johns Creek, GA
  5. Georgia Southern University
    Aug 2017 – May 2018Statesboro, GA
  6. University of North Georgia - Oconee Campus
    Aug 2018 – Dec 2018Watkinsville, GA
  7. Johns Creek High School
    Aug 2013 – May 2017Johns Creek, GA
  8. J.P. Morgan Securities LLC
    Jul 2023 – Feb 2024Atlanta, GA
  9. JPMorgan Chase Bank, N.A.
    Jul 2023 – Feb 2024Atlanta, GA
  10. Crunch Fitness
    Jan 2017 – Mar 2017Johns Creek, GA
  11. Unemployed
    Jun 2018 – Jul 2018Johns Creek, GA
  12. Unemployed
    Jun 2017 – Jul 2017Johns Creek, GA
  13. NewEdge Securities Inc
    Feb 2024 – no end date reportedPittsburgh, PA
  14. NewEdge Wealth
    Feb 2024 – no end date reportedStamford, CT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About NEW EDGE Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
130
Offices listed on AdvisorFinder:
13
Main office:
Stamford, CT
SEC file number:
801-118291

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 23, 2026

View full firm profile

Other advisors at NEW EDGE Wealth

Showing 12 of 130 in the directory

View NEW EDGE Wealth firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maryclare Breyel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Maryclare Breyel (NEW EDGE Wealth) - Fees & Credentials