Andrea Michelle Bongiovanni
Investment adviser representative at Newedge Advisors
19 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
19 years in the industry.
- Newedge Advisors, LLC.Jan 2024 to now
- Nesso WealthJan 2022 to now
- Cwm, LLCAug 2021 to Jan 2024
- Flp FinancialAug 2021 to Jan 2022
- Usi AdvisorsOct 2007 to Aug 2021
- Usi Consulting GroupOct 2007 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
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
- 5699915
- Firm CRD
- 171351