William Bonacci (CRD# 2361521) is an Investment Advisor Representative working at Ccg Investments in Hauppauge, NY and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cfm Advisors, Inc. | Hauppauge, NY | Jul 2018 - Current | 5 |
Unemployed | Rocky Point, NY | Sep 2017 - Jul 2018 | < 1 |
Sentinel Benefits & Financial Group | New York, NY | Feb 2015 - Sep 2017 | 2 |
Charles Schwab & Company, Inc. | Smithtown, NY | Nov 2006 - Feb 2015 | 8 |
Charles Schwab Bank | Smithtown, NY | Dec 2006 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1999 |
S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- NY
-
Total Assets Under Management1,750MILLIONS
-
Total Number of Accounts1,484ACCOUNTS
-
Average Account Value$1,179,077
- A percentage of assets under your management
- Hourly charges
- 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)
MD, NY, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.