Andrea Bongiovanni (CRD# 5699915) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jan 2024 - Current | < 1 |
| Nesso Wealth | Milldale, CT | Oct 2022 - Current | 1 |
| Cwm, LLC | Omaha, NE | Aug 2021 - Jan 2024 | 2 |
| Nesso Wealth | Milldale, CT | Jan 2022 - Oct 2022 | < 1 |
| Flp Financial | Milldale, CT | Aug 2021 - Jan 2022 | < 1 |
| Usi Advisors | Glastonbury, CT | Oct 2007 - Aug 2021 | 13 |
| Usi Consulting Group | Glastonbury, CT | Oct 2007 - Aug 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- CT
-
Total Assets Under Management18,432MILLIONS
-
Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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