Charles BonatakisCRD Number: 1006233
Current Firm: Raymond James & Associates, Inc.
Charles Bonatakis (CRD# 1006233) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 34 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Raymond James & Associates, Inc.||Springfield, MA||Feb 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Springfield, MA||Apr 2007 - Feb 2009||1|
|Dean Witter Reynolds Inc.||Springfield, MA||Jan 1995 - Apr 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
- Customer Dispute
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)