TrueAdvisor
TrueAdvisor
AB
AB

Alfred Bonardi

Newedge Advisors
41 Years of Experience
Delray Beach, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Alfred Bonardi is a registered investment advisor at Newedge Advisors, based in Delray Beach, FL, with 41 years of industry experience. Alfred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
602 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

42 N. Swinton Ave, Suite B, Delray Beach, FL, 33444

Get directions

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 ReportHow 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.

Employment History
Current Registrations
Newedge Advisors
March 2022 - Present · 4 yrs 7 mos
Newedge Securities, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Oppenheimer & CO. INC.
December 2007 - March 2022 · 14 yrs 3 mos
Oppenheimer & CO. INC.Broker
December 2007 - March 2022 · 14 yrs 3 mos
Citigroup Global Markets INC.
July 2001 - December 2007 · 6 yrs 5 mos
Citigroup Global Markets INC.Broker
July 2001 - December 2007 · 6 yrs 5 mos
Morgan Stanley Dw INC.Broker
July 1998 - July 2001 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1985 - July 1998 · 13 yrs 1 mo
State Registrations22 states
ALAZCACOFLGAILINMAMDMINCNJNVNYOHPARITNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Delray Beach, FL →All financial advisors in Florida →