Alfred Bonardi

Newedge Advisors

40 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newedge Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

515 advisors

Number of Clients

42,946 clients

Average Client Portfolio

$638K average

Assets Under Management

$27.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2019

Closed-No Action

Customer Dispute

February 2006

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Alfred is a non-paid board member for Old School Square, a private organization focused on revitalizing Delray Beach, dedicating minimal time to this role. He also works full-time as a registered representative and registered investment advisor representative under the DBA Atlantic Ave Advisors/NewEdge Securities/Advisors, conducting commission-based securities business.