Ty Bongiovanni
Investment adviser representative at Newedge Advisors
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Newedge AdvisorsJan 2024 to now
- Newedge SecuritiesJan 2024 to now
- Nesso WealthJan 2022 to Dec 2023
- Cetera Advisor NetworksNov 2021 to Dec 2023
- Cwm, LLC dba Carson PartnersNov 2021 to Dec 2023
- Flp FinancialNov 2021 to Jan 2022
- Securities America AdvisorsOct 2017 to Nov 2021
- Securities America, Inc.Oct 2017 to Nov 2021
- National Planning CorporationJul 2006 to Oct 2017
- Bongiovanni InsuranceNov 2005 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5189480
- Firm CRD
- 171351