Joseph Bonanno, financial advisor Smithtown NY

Joseph Bonanno

CRD Number: 4562340
Current Firm: Lpl Financial LLC

Joseph Bonanno (CRD# 4562340) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Smithtown, NY Feb 2019 - Current 5
Sterling National Bank Glen Cove, NY Jun 2019 - Feb 2021 1
People's United Advisors, Inc. Bridgeport, CT May 2018 - Feb 2019 < 1
People's Securities, Inc. Bridgeport, CT Oct 2012 - May 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Oct 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Joseph M. Bonanno
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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 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, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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