Travis Aldridge
Investment Adviser Representative at NEW EDGE Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Travis Aldridge is an investment adviser representative with NEW EDGE Wealth in Miami, FL, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Boston Private Wealth and Genesis FUND Management LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
18 states and territories
California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Genesis Investment AdvisorsOct 2008 – Nov 2017Coral Gables, FL
- Genesis FUND Management LLCJun 2010 – Nov 2017Coral Gables, FL
- Lincoln Financial Advisors, IncMay 2018 – Sep 2020Manhattan Beach, CA
- UnemployedNov 2017 – May 2018Los Angeles, CA
- Boston Private Wealth LLCNov 2020 – Oct 2021Miami, FL
- NEW EDGE WealthOct 2021 – no end date reportedStamford, CT
- Newedge Securities, Inc.Mar 2022 – no end date reportedStamford, CT
Official records & sources
Data as of June 26, 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
Client types the firm serves
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 profileOther advisors at NEW EDGE Wealth
Showing 12 of 130 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Travis Aldridge 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.
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