Donald M. Bond

EDGE WEALTH MANAGEMENT

New York, NY 10022

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CRD#: 1021800

Professional summary

Donald Matthew Bond JR, who also goes by Don Bond, Donald Matthew Bond, is a registered financial advisor currently at EDGE WEALTH MANAGEMENT, LLC located in New York, New York.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Donald has worked at 5 firms and has passed the Series 63, Series 3, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Bond | Donald Matthew Bond

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Matthew Bond JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 7, 2021 - Present

EDGE WEALTH MANAGEMENT, LLC

Office #1: 805 Third Avenue Floor 12, New York, NY 10022

RIA

CRD#: 142380

New York, NY

Past

December 13, 1996 - January 3, 2012

R.W.PRESSPRICH & CO.

CRD#: 26460

NEW YORK, NY

Past

January 22, 1991 - October 30, 1996

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

January 19, 1988 - January 10, 1991

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

November 25, 1981 - February 1, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

CRD#: 501

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDGE WEALTH MANAGEMENT, LLC

CRD#: 142380 / SEC#: 801-67345

RIA

Registered Investment Advisory firm - (12/4/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/10/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/21/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 10/5/1982

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Current Firm

EDGE WEALTH MANAGEMENT, LLC

CRD#: 142380 / SEC#: 801-67345

RIA

Registered Investment Advisory firm - (12/4/2006 Approved)

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Contact information

Main Address

805 Third Avenue Floor 12, New York, NY 10022

Mailing Address

Phone number

(212) 682-0133

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	472
AUM (Assets Under Management)	$ 770,730,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald M. Bond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Matthew Bond JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

R.W.PRESSPRICH & CO.

PERSHING LLC

J.P. MORGAN SECURITIES LLC

L. F. ROTHSCHILD & CO. INCORPORATED

Primary Firm SEC Registration

EDGE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/1982

Series 3

Date: 5/21/1986

Series 5

Date: 10/5/1982

Series 7

Date: 11/21/1981

Current Firm

EDGE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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