William Bonacci, financial advisor Hauppauge NY

William Bonacci

CRD Number: 2361521
Current Firm: Ccg Investments

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.

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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
Contact Info for William Bonacci
Phone Number: 631.249.0500
Firm Website: http://www.ccg1800.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States


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