David Bonnichsen, financial advisor Baltimore MD
90 score

David Bonnichsen

CRD Number: 6021950
Current Firm: Phoenix Financial Engineering, LLC

David Bonnichsen (CRD# 6021950) is an Investment Advisor Representative working at Phoenix Financial Engineering, LLC in Baltimore, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Phoenix Financial Engineering, LLC Baltimore, MD Jun 2016 - Current < 1
Phoenix Financial Engineering, LLC Baltimore, MD Jun 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jul 2014 - Jun 2016 1
Morgan Stanley Baltimore, MD Mar 2012 - Jul 2014 2
Loyola University Baltimore, MD Jan 2011 - Jan 2012 1
National Aquarium Baltimore, MD Apr 2010 - Jan 2011 < 1
Homemaker Baltimore, MD May 2009 - Apr 2010 < 1
Kelson Energy Columbia, MD Sep 2008 - May 2009 < 1
Constellation Energy Baltimore, MD Nov 2005 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for David M. Bonnichsen
Phone Number: 410-657-5788
Registered State(s):
  • MD
Current Firm Details
Phoenix Financial Engineering, LLC
Firm's CRD Number: 284293
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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