NewEdge Capital Group says that Seven Bridges Wealth Advisors of White Plains, New York, is now affiliated with its RIA, NewEdge Advisors. The 14-member team joins NewEdge from Ameriprise Financial, where it worked with roughly $1 billion in client assets.
"The Seven Bridges team brings significant experience, depth and a strong client-first philosophy to our platform," Alex Goss, CEO of NewEdge Advisors, said in a statement. "Their decision to partner with us underscores the value of our advisor-centric model and our commitment to providing the infrastructure and strategic support teams need to grow without sacrificing independence."
Seven Bridges is led by managing partners Max DiSesa, Andrew Buscetto, David Mazzetti and Joseph Femia. It includes 14 financial professionals serving entrepreneurs and senior executives with their planning needs.
"NewEdge Advisors provides the infrastructure and strategic alignment that enables us to deliver a more personalized, high-touch experience while continuing to build a firm designed to serve clients for generations," Buscetto said.
Last month, ClearTrust Wealth Advisors became affiliated with NewEdge Advisors, after leaving Ameriprise. The firm is based in Franklin, Tennessee, near Nashville, where it managed about $1.4 billion in client assets. ClearTrust is led by Matt Robins, Nick Stamatis and Joe Creecy, and the team includes 24 financial professionals.
NewEdge, founded in 2020, serviced over $88 billion in client assets as of Dec. 31.
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