Colin BonnettCRD Number: 6951414
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Colin Bonnett (CRD# 6951414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 3 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chicago, IL||Sep 2022 - Current||< 1|
|Lpl Financial||Chicago, IL||Jul 2019 - Sep 2022||3|
|Iht Wealth Management LLC||Chicago, IL||Jul 2019 - Sep 2022||3|
|Iht Wealth Management||Chicago, IL||Jun 2019 - Jul 2019||< 1|
|Crabtree Financial Services||Bloomington, IL||Jan 2019 - Apr 2019||< 1|
|Illinois Wesleyan University||Bloomington, IL||Aug 2015 - Apr 2019||3|
|Iht Wealth Management||Chicago, IL||May 2018 - Aug 2018||< 1|
|Brassil Construction||Homer Glen, IL||May 2017 - Aug 2017||< 1|
|Brassil Construction||Homer Glen, IL||May 2016 - Aug 2016||< 1|
|Benet Academy||Lisle, IL||Aug 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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
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