Cynthia Bonna, financial advisor Red Bank NJ
93 score

Cynthia Bonna

CRD Number: 5897597
Current Firm: Wbi Investments, Inc.

Cynthia Bonna (CRD# 5897597) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Millington Securities, Inc. Red Bank, NJ Nov 2013 - Current 3
Harthsorne Group, Inc. Red Bank, NJ Jul 2013 - Current 3
Wbi Investments Red Bank, NJ Jul 2013 - Current 3
Wbi Investments Little Silver, NJ Sep 2010 - Jul 2013 2
Hartshorne Group, Inc. Little Silver, NJ Sep 2010 - Jul 2013 2
Unemployed Millstone Township, NJ May 2009 - Sep 2010 1
Drexel University Earle Mack School Of Law Philadelphia, PA Aug 2006 - May 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Cynthia R. Bonna
Phone Number: 732-842-4920
Firm Website: http://www.wbishares.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,069
    MILLIONS
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • 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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