Patrick James Dwyer
Advisor at New Edge Wealth — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Miami, FL 33131
New Edge Wealth
Multi-team
Patrick Dwyer is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boston Private Wealth, Bank of America, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Key Biscayne Community Foundation and the South Florida Neuroscience Center. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of strategies including proprietary solutions, alternative investments, and third-party managers.
Based on New Edge Wealth
Based on New Edge Wealth
Fixed fees for financial planning generally range from $2,500 to $50,000 depending on scope and complexity.
Negotiated tiered rates based on asset levels; no specific tier breakpoints clearly stated.
Commissions are charged separately in brokerage services offered by affiliated broker-dealer NewEdge Securities, Inc.; representatives may receive commissions and trail fees.
Performance-based fees accepted in limited circumstances, generally for private funds and qualified clients; fees are negotiated.
Minimum fee: Minimum annual fees may apply as outlined in client’s Service Summary, specific amount not clearly stated.
Miami, FL
1111 Brickell Ave, Suite 2180
Miami FL 33131
Advisors at this office
6
Florida · Texas
32 years of industry experience
New Edge Wealth
2021 - Present • 5 years
Stamford, CT
Boston Private Wealth
2019 - 2021 • 2 years
New York, NY
Bank of America, N.A.
2011 - 2019 • 8 years
Miami, FL
Merrill
1993 - 2019 • 26 years
Miami, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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