person● Verified · SEC records
Trace Shapiro
In PWD coverage since September 4, 2026 · 1 story
Career record
currentIANEWEDGE SECURITIES, LLC
currentIANEW EDGE WEALTH
PWD coverage
Moves
NewEdge's $12 billion day resets the talent war
Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.