Roberto N. Dechellis

BONSAI ADVISORS LLC

DENVER, CO 80206

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CRD#: 1979472

Professional summary

Roberto Nmn Dechellis, who also goes by Robert Dechellis, Roberto Dechellis, is a registered financial advisor currently at BONSAI ADVISORS LLC located in Denver, Colorado.

Roberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Roberto has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Dechellis | Roberto Dechellis

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 Roberto Nmn Dechellis'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®

None

Experience

Current

August 11, 2023 - Present

BONSAI ADVISORS LLC

Office #1: 250 Fillmore Street, Denver, CO 80206

RIA

CRD#: 323938

DENVER, CO

Past

October 6, 2006 - January 2, 2019

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

October 29, 2004 - December 31, 2005

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

October 15, 2002 - October 6, 2004

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

July 30, 2002 - August 23, 2002

ARQUE CAPITAL, LTD.

CRD#: 121192

SCOTTSDALE, AZ

Past

May 12, 1997 - February 4, 2002

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

August 1, 1994 - April 8, 1997

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

January 25, 1993 - August 12, 1994

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

August 15, 1991 - July 24, 1992

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

November 28, 1989 - July 24, 1992

AELTUS CAPITAL, INC

CRD#: 24928

HARTFORD, CT

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

Colorado
(8/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/8/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/1999

General Securities Principal Examination

Current Firm

BONSAI ADVISORS LLC

CRD#: 323938 / SEC#:

Colorado

Registered Investment Advisory firm - (8/11/2023 Approved)

Tennessee

Registered Investment Advisory firm - (12/16/2024 Approved)

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Contact information

Main Address

250 Fillmore Street, Denver, CO 80206

Mailing Address

Phone number

(612) 860-9685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Roberto N. Dechellis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberto Nmn Dechellis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANZ LIFE FINANCIAL SERVICES, LLC

TOWER SQUARE SECURITIES, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

ARQUE CAPITAL, LTD.

GOLDMAN SACHS & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

AELTUS CAPITAL, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2023

Series 63

Date: 3/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 10/17/1994

Series 6

Date: 8/8/1989

Series 24

Date: 5/25/1999

Current Firm

BONSAI ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

BONSAI ADVISORS LLC

TRUST BUT VERIFY

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