Robert BonviniCRD Number: 1312475
Current Firm: People's Securities, Inc.
Robert Bonvini (CRD# 1312475) is an Investment Advisor Representative working at People's Securities, Inc. in Fairfield, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Abbondandolo Wealth Management Corp
|People's Securities, Inc.||Bridgeport, CT||Jul 2011 - Current||6|
|Hsbc Securities (usa) Inc.||Fairfield, CT||Feb 2009 - Jul 2011||2|
|Metropolitan Life Insurance Company||Shelton, CT||Sep 2005 - Mar 2009||3|
|Metlife Securities||Shelton, CT||Sep 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management687MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$778,713
- 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
AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI
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