Steven Bono, financial advisor Palo Alto CA
93 score

Steven Bono

CRD Number: 1938183
Current Firm: First Republic Investment Management, Inc.

Steven Bono (CRD# 1938183) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Investment Management, Inc. Menlo Park, CA Apr 2017 - Current 1
First Republic Securities Company, LLC Menlo Park, CA Apr 2017 - Current 1
First Republic Investment Management Menlo Park, CA Sep 2015 - Apr 2017 1
First Republic Securities Company Menlo Park, CA Sep 2015 - Apr 2017 1
Constellation Wealth Advisors LLC Menlo Park, CA Oct 2009 - Sep 2015 5
Unemployed Palo Alto, CA Jun 2008 - Oct 2009 1
Thinkequity Partners LLC San Francisco, CA Mar 2007 - May 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Steven C. Bono
Phone Number: 415-392-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    65,378
    MILLIONS
  • Total Number of Accounts
    39,752
    ACCOUNTS
  • Average Account Value
    $1,644,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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