MB
Mitchell E. Bonnett
MADISON AVENUE SECURITIES
Bloomfield Hills, MI 48304
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CRD#: 1685231
MB
Professional summary
Mitchell Ernest Bonnett, CFP®, who also goes by Mitchell Ernest Bonnett Jr, is a registered financial advisor currently at MADISON AVENUE SECURITIES, LLC located in Bloomfield Hills, Michigan.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Mitchell has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 3, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitchell Ernest Bonnett Jr
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.
1.INDEPENDENT INSURANCE AGENT, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 8/1998 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 2.WEALTH CREATION STRATEGIES INC, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, START DATE 1987; ROLE: VICE PRESIDENT- CO- OWNER: DUTIES: FINANCIAL PROFESSIONAL UTILIZING DBA NAME FOR MARETING, PAYING BILLS AND SALES. STRATEGIES FOR FIXED INSURANCE POLICIES . HOURS: 40. 3.LEADERSHIP TEAM, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 6/2015 AS CLASS TREASURER FOR WEST POINT CLASS OF 1965. NIR - 5/MO - 1/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Ernest Bonnett's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mitchell Ernest Bonnett's 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®
CFP®
Start date: 1994
Experience
Current
July 15, 2022 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 6001 North Adams Road, Suite 135, Bloomfield Hills, MI 48304RIA
BD
CRD#: 23224
Bloomfield Hills, MI
Current
July 15, 2022 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 6001 North Adams Road, Suite 135, Bloomfield Hills, MI 48304RIA
BD
CRD#: 23224
Bloomfield Hills, MI
Past
August 31, 2018 - July 21, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Bloomfield Hills, MI
Past
August 31, 2018 - July 21, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Bloomfield Hills, MI
Past
April 23, 2010 - September 27, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
BLOOMFIELD HILLS, MI
Past
May 12, 1997 - September 27, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BLOOMFIELD HILLS, MI
Past
January 10, 1994 - May 19, 1997
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
August 18, 1987 - March 22, 1994
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/15/2022)
RR
Colorado(7/15/2022)
RR
Michigan(7/15/2022)
IAR
Michigan(7/15/2022)
RR
Ohio(3/1/2024)
RR
Pennsylvania(7/15/2022)
RR
Texas(7/15/2022)
IAR
Texas(7/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KT EQUITY PARTNERS II, LLC | DIRECT OWNER | |
| CALLANAN, DAVID JAMES | MEMBER | 4237166 |
| FIXSEN, VILAYPHONE | CHIEF OPERATING OFFICER | 4585926 |
| FOSTER, CODY GRANT | MEMBER | 4237075 |
| JENSEN, GAIL MARIE | DEPUTY CHIEF COMPLIANCE OFFICER | 1943705 |
| MCNEES, MARTIN WILLIAM | PRESIDENT | 3168410 |
| METCALFE, INC. | OWNER | |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| SCHENDEL, JENNIFER | MEMBER | 6136948 |
| WOODS, SANDRA ANN | FINOP | 6200533 |
Regulatory assets under management
| Total Number of Accounts | 14,100 |
| AUM (Assets Under Management) | $ 2,038,801,712 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
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.
