David Matthew Bono, financial advisor Beverly MA

David Matthew Bono

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for David Matthew Bono
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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