AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BR

Bonnie F. Rice

THE RICE PARTNERSHIP
Honolulu, HI 96813
Some features on this profile are disabled
CRD#: 1418208
BR

Professional summary


Bonnie Flower Rice, CFA, who also goes by Bonnie Flower Rice Hickey, Bonnie Flower Riceogden, is a registered financial advisor currently at THE RICE PARTNERSHIP, LLC located in Honolulu, Hawaii and WEALTHJAR INVESTMENT ADVISORY, LLC located in Honolulu, Hawaii.

Bonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Bonnie has worked at 4 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bonnie Flower Rice Hickey | Bonnie Flower Riceogden

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bonnie Flower Rice's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

March 7, 2011 - Present

THE RICE PARTNERSHIP, LLC

Office #1: 1099 Alakea Street Suite 2510, Honolulu, HI 96813
RIA
CRD#: 135701
Honolulu, HI
Current

September 11, 2020 - Present

WEALTHJAR INVESTMENT ADVISORY, LLC

Office #1: 1099 Alakea St. Suite 2510, Honolulu, HI 96813
RIA
CRD#: 288484
Honolulu, HI
Past

December 2, 2005 - December 31, 2010

THE RICE PARTNERSHIP, LLC

RIA
CRD#: 135701
HONOLULU, HI
Past

May 31, 2000 - November 28, 2005

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE
Past

November 13, 1985 - July 22, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RICE PARTNERSHIP, LLC
EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA
Registered Investment Advisory firm - (7/7/2005 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Hawaii
(3/7/2011)
IAR
Texas
(4/21/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 5/31/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TR
THE RICE PARTNERSHIP, LLC
EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA
Registered Investment Advisory firm - (7/7/2005 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1099 Alakea Street Suite 2510, Honolulu, HI 96813
Mailing Address
Phone number
(808) 585-7788
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RICE ADV 2A OTAA 8.15.2025 (8/15/2025)

Regulatory assets under management


Total Number of Accounts1,096
AUM (Assets Under Management)$ 785,826,384

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/31/2025
Cover Page
07/23/2025
09/24/2024
07/06/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE RICE PARTNERSHIP, LLC

CRD#: 135701Honolulu, HI 96813

TRUST BUT VERIFY

Monitor Bonnie Rice

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


RN
Racquel NakataAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Honolulu, HI
BT
Bradford TomAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Honolulu, HI
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.