Matthew J Bonshak
Investment adviser representative at New Edge Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$19.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
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
13 years in the industry.
- New Edge WealthSep 2026 to now
- Newedge Wealth LLCSep 2026 to now
- Morgan StanleyJul 2025 to Aug 2026
- Accenture LLPDec 2022 to Jun 2025
- Morgan Stanley Smith Barney LLCFeb 2020 to Nov 2022
- UBS Financial Services Inc.Feb 2018 to Feb 2020
- Ingersoll Rand - Thermo KingMay 2017 to Aug 2017
- Lehigh UniversityAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
New Edge Wealth
Legal name: Newedge Wealth, LLC
$19.9BAssets managed
3,692Clients
151Advisers
6 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
- 6907548
- Firm CRD
- 307771