Thomas Bonito, financial advisor Essex Fells NJ
93 score

Thomas Bonito

CRD Number: 866815
Current Firm: Sagepoint Financial, Inc.

Thomas Bonito (CRD# 866815) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Essex Fells, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Livingston, NJ Oct 2008 - Current 8
Self Employed Livingston, NJ Nov 1993 - Current 23
American General Securities Incorporated Livingston, NJ Oct 1997 - Oct 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Thomas Bonito
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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