Anthony Bonanno (CRD# 1534308) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 37 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pks Investments | Albany, NY | Oct 2023 - Current | < 1 |
| Wellington Wealth Strategies | Indianapolis, IN | Sep 2023 - Current | < 1 |
| Park Avenue Securities LLC | Indianapolis, IN | May 1999 - Sep 2023 | 24 |
| Guardian Life Insurance Co Of America | Indianapolis, IN | Mar 1988 - Sep 2023 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- IN
- TX
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,198ACCOUNTS
-
Average Account Value$233,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, IN, LA, MI, TX
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