Michael Bonventure, financial advisor Philadelphia PA
96 score

Michael Bonventure

CRD Number: 3163196
Current Firm: 1st Global Advisors Inc.

Michael Bonventure (CRD# 3163196) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry. Michael Bonventure has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
1st Global Insurance Services, Inc. Philadelphia, PA Aug 2005 - Current 11
Gryphon Financial Wealth Advisors, LLC Philadelphia, PA Dec 2004 - Current 12
1st Global Advisors, Inc. Philadelphia, PA Apr 1999 - Current 17
1st Global Capital Corp. Philadelphia, PA Dec 1998 - Current 18
Morris J Cohen & Co P.c. Philadelphia, PA Oct 1987 - Current 29
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Michael A. Bonventure
Phone Number: 214-294-5000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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