Salvatore Bonetti (CRD# 4494241) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 22 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Folios | Windham, ME | May 2021 - Current | 2 |
| Purshe Kaplan Sterling Investments | Windham, ME | May 2021 - Current | 2 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2021 | 4 |
| Mass Mutual Life Insurance Co | Falmouth, ME | Jul 2016 - May 2021 | 4 |
| Mml Investors Services, LLC | Falmouth, ME | Mar 2016 - May 2021 | 5 |
| Baystate Financial | Falmouth, ME | Feb 2015 - May 2021 | 6 |
| Metlife Securities Inc. | Falmouth, ME | Feb 2015 - Mar 2017 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2015 | < 1 |
| Morgan Stanley Smith Barney | Portland, ME | Jun 2009 - Jan 2015 | 5 |
| Morgan Stanley & Company Incorporated | Portland, ME | Jun 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- TX
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
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