Matthew Bonito, financial advisor Columbus OH
96 score

Matthew Bonito

CRD Number: 4587140
Current Firm: Edelman Financial Services, LLC

Matthew Bonito (CRD# 4587140) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Matthew Bonito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Current < 1
Edelman Financial Services, LLC Faifax, VA Jan 2014 - Current 2
Sander Morris Harris Inc. Houston, TX Jan 2014 - Apr 2016 2
Synergy Financial Group, LLC Blacklick, OH Oct 2003 - Dec 2014 11
Creative Financial Designs Kokomo, IN Jan 2009 - Dec 2013 4
Cfd Investments, Inc. Kokomo, IN Dec 2008 - Dec 2013 5
Linsco Private Ledger Blacklick, OH Jul 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Matthew P. Bonito
Phone Number: 703-818-0800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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