Colin Bonnett, financial advisor Chicago IL

Colin Bonnett

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chicago, IL Dec 2022 - Current 1
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
Contact Info for Colin D. Bonnett
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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