Seal Beach, CA 12501 Seal Beach Blvd Office

Harold Klein is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation, LPL Financial, and National Planning Corporation. Outside of advisory work, he manages a rental property in Lakewood, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party manager strategies with technology-supported solutions.

Darcy Pierce is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and 14 years of industry experience. Prior to joining NewEdge Advisors in 2024, Pierce worked at Regal Wealth Group and EmancipAction, Inc., among other firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs a variety of program structures, combining in-house and third-party manager options supported by centralized due diligence and technology tools.

Michael Klein is an advisor at NewEdge Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including LPL Financial, Gerber Kawasaki Wealth & Investment Management, and Duff and Phelps. Klein is president of Pacific Pointe Advisors, an S Corporation based in Seal Beach, CA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, combining in-house manager selection with third-party model portfolios and advisor discretion.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Matthew Patterson is an advisor at NewEdge Advisors with Series 65 and Series 63 licenses. He has been with NewEdge Advisors and NewEdge Securities since 2025. Prior to joining NewEdge, he was involved with Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of portfolio management and consulting services, combining in-house manager selection with third-party strategies and utilizing technology and centralized due diligence in its approach.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.