Christopher Bonitatibus, financial advisor Latham NY

Christopher Bonitatibus

CRD Number: 5660108
Current Firm: Advice And Planning Services

Christopher Bonitatibus (CRD# 5660108) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Latham, NY Aug 2021 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Latham, NY Aug 2021 - Current 2
Fidelity Personal And Workplace Advisors Albany, NY Sep 2020 - Jul 2021 < 1
Fidelity Brokerage Services, LLC Albany, NY Aug 2020 - Jul 2021 < 1
Tiaa Latham, NY Aug 2015 - Aug 2020 5
Tiaa-cref Individual & Institutional Services, LLC Latham, NY Aug 2015 - Aug 2020 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2009 - Jul 2015 6
Northwestern Mutual Investment Services LLC Albany, NY Apr 2009 - Jul 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Christopher J. Bonitatibus
Phone Number: 212-490-9000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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