Drew Bonner, financial advisor Towson MD
88 score

Drew Bonner

CRD Number: 5951008
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Drew Bonner (CRD# 5951008) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Towson, MD Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson, MD Aug 2014 - Current 2
Forfeiture Support Associates Ashburn, VA Apr 2013 - Aug 2014 1
Top Notch Moving Company Hampstead, MD May 2012 - Apr 2013 < 1
Towson University Towson, MD Aug 2008 - May 2012 3
Freestate Sports Arena White Marsh, MD Jun 2008 - Aug 2008 < 1
Reservoir High School Fulton, MD Aug 2007 - Jun 2008 < 1
Freestate Sports Arena White Marsh, MD Jun 2007 - Aug 2007 < 1
Reservoir High School Fulton, MD Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Drew Bonner
Phone Number: 800-637-7455
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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