Bonnie Kay Bailey

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

• 08/2016 → 02/2019
  Cornerstone Wealth Management
  Hagerstown, MD
• 08/2016 → 05/2024
  Cwm, Llc
  Omaha, NE
• 02/2017 → 12/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2019 → 05/2024
  Carson Wealth
  Hagerstown, MD
• 05/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2016-08-24 → 2024-05-20
  Cwm, Llc
  Hagerstown, MD
  Johnson City, TN
  Omaha, NE
  Atlanta, GA

Other Businesses

1.NAME OF OTHER BUSINESS: CORNERSTONE WEALTH TN, LLC DBA GAAM WEALTH ADVISORS INVESTMENT RELATED: YES NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: ASSOC. WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 2. NAME OF OTHER BUSINESS: Freedom Moat, LLC NATURE: Life Insurance Sales START: 10/9/2023 APPX. HRS/MONTH: 40 % APPX HRS/MONTH DURING TRADING HOURS: 10 POSITION: Insurance Agent DUTIES: Life Insurance Sales 3.FIXED INSURANCE NATURE: Insurance START: 11/8/2022 APPX. HRS/MONTH: 15 % APPX HRS/MONTH DURING TRADING HOURS: 15 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 4. NewEdge Advisors, LLC - dba Nesso Wealth - Investment Related - Registered Client Services Associate - Start: 05/2024 - 409 Canal Street, Milldale, CT. 06467.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-19

Designations

• Certified Financial Planner

Other Names

• Bonnie Kay Van Vliet