Sandro Gelfusa is a registered investment advisor at Newedge Advisors, based in Dedham, MA, with 23 years of industry experience. Sandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Dedham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandro is an Investment Advisor Representative with NewEdge Advisors, LLC, operating under the DBA Legacy Wealth Management Advisors since July 2023. This activity is investment-related and occurs at the reported business location.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Savior Wealth
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Advest, INC.Broker
RBC Dain Rauscher INC.Broker
State Registrations2 states
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