Kristopher Bonocore (CRD# 4361102) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 21 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Institutional Advisory (dba: Gladstone Wealth Group) | Boca Raton, FL | Mar 2019 - Current | 5 |
| Lpl Financial LLC | Boca Raton, FL | Sep 2018 - Current | 5 |
| Lendingone, LLC | Boca Raton, FL | Jan 2018 - Feb 2019 | 1 |
| Unemployed | Jupiter, FL | Jul 2017 - Jan 2018 | < 1 |
| Financial Engines Advisors LLC | Overland Park, KS | Nov 2016 - Jul 2017 | < 1 |
| The Mutual Fund Store/financial Engines | Overland Park, KS | May 2013 - Jul 2017 | 4 |
| Financial Engines Advisor Center, LLC | Overland Park, KS | Oct 2016 - Nov 2016 | < 1 |
| Tmfs Advisors, LLC | Overland Park, KS | Mar 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- FL
- TX
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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