Daniele Bonafede, financial advisor Temecula CA

Daniele Bonafede

CRD Number: 6045221
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniele Bonafede (CRD# 6045221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Temecula, CA Jan 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula, CA Dec 2018 - Current 5
Unemployed Winchester, CA Jun 2018 - Dec 2018 < 1
Jp Morgan Securities LLC Escondido, CA Sep 2013 - Jun 2018 4
Jp Morgan Chase Bank Escondido, CA Jun 2013 - Jun 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Daniele Bonafede
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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