David Anthony Bastoni
Investment adviser representative at Newedge Advisors
33 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Newedge AdvisorsJul 2026 to now
- Newedge Securities LLCJul 2026 to now
- Allworth FinancialDec 2020 to Jul 2026
- Aw SecuritiesDec 2020 to Jul 2026
- Securities America Advisors, Inc.Oct 1997 to Dec 2020
- Securities America, Inc.Sep 1997 to Dec 2020
- Bastoni Financial ServicesJan 1993 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2451452
- Firm CRD
- 171351