David Matthew BonoCRD Number: 6996620
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Matthew Bono (CRD# 6996620) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 3 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly, MA||Aug 2018 - Current||4|
|Bank Of America||Wakefield, MA||Jun 2016 - Aug 2018||2|
|Bentley University||Waltham, MA||Aug 2013 - May 2018||4|
|Unemployed||Wilmington, MA||Apr 2016 - Jun 2016||< 1|
|Gap Inc.||Burlington, MA||Oct 2014 - May 2016||1|
|Bentley University||Waltham, MA||May 2015 - Dec 2015||< 1|
|Unemployed||Wilmington, MA||Nov 2014 - May 2015||< 1|
|Massachusetts Gymnastics Center||Waltham, MA||Jan 2014 - Nov 2014||< 1|
|Property Management Of Andover||North Andover, MA||May 2012 - Aug 2014||2|
|Wilmington High School||Wilmington, MA||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.