Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandro? Claim Your ProfileSandro Gelfusa is an Investment Advisor Representative at Newedge Advisors, LLC. Sandro has been in the financial services industry since 2002. Sandro has held previous roles at UBS Financial Services Inc., Morgan Stanley, and Purshe Kaplan Sterling Investments. Sandro holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses. Sandro specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
08/16/2023 - Present
Newedge Advisors (Dedham MA)
MA
11/18/2020 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (Waltham MA)
MA
09/27/2018 - 11/26/2018
MORGAN STANLEY (WALTHAM MA)
NJ
10/16/2012 - 08/20/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
06/22/2010 - 11/01/2012
MORGAN STANLEY (NORWELL MA)
MA
03/08/2006 - 06/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
CT
03/31/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
05/21/2002 - 03/31/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sandro Gelfusa is the right advisor for you? Invested Better is here to help.
