Andrea Michelle Bongiovanni

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

• 10/2007 → 08/2021
  Usi Advisors
  Glastonbury, CT
• 10/2007 → 08/2021
  Usi Consulting Group
  Glastonbury, CT
• 08/2021 → 01/2022
  Flp Financial
  Milldale, CT
• 08/2021 → 01/2024
  Cwm, Llc
  Omaha, NE
• 01/2022 → 10/2022
  Nesso Wealth
  Milldale, CT
• 10/2022 → Present
  Nesso Wealth
  Milldale, CT
• 01/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2021-08-24 → 2023-12-31
  Cwm, Llc
  Milldale, CT
  Omaha, NE
• 2009-07-29 → 2021-08-18
  Usi Advisors
  Glastonbury, CT

Other Businesses

1. RENTAL PROPERTY MEMBER: MERIDEN CT, MIDDLETOWN CT, & DERBY CT. NO HOURS DURING TRADING HOURS. 2. NewEdge Advisors, LLC; DBA Nesso group - Investment Related- Investment Advisor Representative/Operations Manager - Start: 01/2024 - at reported business location.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-24

Other Names

• Andrea Michelle Brown
• Andrea Michelle Brown