Sandro Gelfusa

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 08/2018
  Ubs Financial Services Inc.
  Wellesley, MA
• 09/2018 → 11/2018
  Morgan Stanley
  Waltham, MA
• 11/2018 → 07/2023
  Savior Wealth, Llc
  Waltham, MA
• 11/2020 → 03/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2019-02-11 → 2023-06-12
  Savior Wealth
  Wellesley, MA
• 2018-09-27 → 2018-11-26
  Morgan Stanley
  Wellesley, MA
  Waltham, MA
• 2012-10-16 → 2018-08-20
  Ubs Financial Services Inc.
  Wellesley, MA
  Boston, MA
  Weehawken, NJ
• 2010-08-26 → 2012-11-01
  Morgan Stanley
  Providence, RI
  Norwell, MA
• 2006-06-21 → 2010-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
  Wellesley Hills, MA
  New York, NY

Other Businesses

1. Bartolomeo Capital Group; DBA of NewEdge Advisors, LLC (RIA) - Investment Related - Investment Advisor Representative - 07/2023 - at reported business location.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-30
• S63 Uniform Securities Agent State Law Examination
  2002-06-05