Roberto Nmn Dechellis
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 Boulder, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Dechellis, Roberto Dechellis
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
BONSAI ADVISORS LLC | FAMILY OFFICE FINANCIAL PLANNING INC.
Contact Information
Main Address
1406 Pearl Street Suite 200, Boulder, CO 80302Phone Number
(866) 266-7249# of Employees
8Documents
Regulatory Assets Under Management
Total Number of Accounts
94AUM (Assets Under Management)
$21,064,035Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Roberto Nmn Dechellis's CRS (Customer Relationship Summary).
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