Sandro
Gelfusa
Newedge Advisors
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About this Advisor
Sandro Gelfusa is a financial advisor based in Dedham, Massachusetts, working with Newedge Advisors. Sandro has previously held positions at UBS Financial Services Inc, Savior Wealth, LLC, Purshe Kaplan Sterling Investments, Newedge Advisors, LLC, and Morgan Stanley. Sandro has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Sandro is part of Newedge Advisors, which operates out of Dedham, Massachusetts. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sandro Gelfusa Work History
Newedge Advisors, LLC
Savior Wealth, LLC
Purshe Kaplan Sterling Investments
Morgan Stanley
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Sandro Gelfusa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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