person● Verified · SEC records
Trace Shapiro
In network coverage since September 4, 2026 · 3 stories
Career record
currentIANEWEDGE SECURITIES, LLC
currentIANEW EDGE WEALTH
ended Oct 16, 2026BDNewEdge Wealth
Network coverage
Moves
NewEdge opens Minnesota by hiring a $1.25 billion UBS team
The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.