Financial advisor
Burt Hilton
Now at NewEdge · Stamford, CT
Registered as BURTON EVERETT HILTON
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Burt Hilton, Tom Ames, Andrew Kaskel | Morgan Stanley | NewEdge | Breakaway | February 27, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| NEWEDGE SECURITIES, LLC | Broker-dealer | February 24, 2026 | Current |
| NEW EDGE WEALTH | Investment adviser | February 23, 2026 | Current |
| MORGAN STANLEY | Investment adviser | October 9, 2015 | February 25, 2026 |
| MORGAN STANLEY | Broker-dealer | October 9, 2015 | February 25, 2026 |
| CREDIT SUISSE SECURITIES (USA) LLC | Investment adviser | October 13, 2008 | November 5, 2015 |
| CREDIT SUISSE SECURITIES (USA) LLC | Broker-dealer | October 13, 2008 | November 5, 2015 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | May 29, 2007 | September 4, 2008 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | April 1, 2002 | April 23, 2004 |
| CITICORP INVESTMENT SERVICES | Broker-dealer | June 5, 2001 | May 29, 2007 |
| SALOMON SMITH BARNEY INC. | Broker-dealer | December 18, 1998 | May 23, 2001 |
| CITICORP SECURITIES, INC. | Broker-dealer | March 26, 1998 | December 18, 1998 |
| SMITH BARNEY INC. | Broker-dealer | September 19, 1996 | December 22, 1997 |
| SANWA SECURITIES (USA) CO., L.P. | Broker-dealer | June 1, 1994 | September 7, 1996 |
| SALOMON BROTHERS INC. | Broker-dealer | May 24, 1989 | October 9, 1989 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.