Steven Bono, financial advisor Menlo Park CA
93 score

Steven Bono

CRD Number: 1938183
Current Firm: First Republic Investment Management, Inc.

Steven Bono (CRD# 1938183) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Menlo Park, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Securities Company Menlo Park, CA Sep 2015 - Current 1
First Republic Investment Management Menlo Park, CA Sep 2015 - Current 1
Constellation Wealth Advisors LLC Menlo Park, CA Oct 2009 - Sep 2015 5
Unemployed Palo Alto, CA Jun 2008 - Oct 2009 1
Thinkequity Partners LLC San Francisco, CA Mar 2007 - May 2008 1
Thinkequity Partners LLC San Francisco, CA Aug 2006 - Mar 2007 < 1
Banc Of America Investment Services, Inc. San Francisco, CA Apr 2003 - Aug 2006 3
Bank Of America, N.a. San Francisco, CA Mar 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Steven C. Bono
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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