William Bonacci

CFM ADVISORS

HAUPPAUGE, NY 11788

Some features on this profile are disabled

CRD#: 2361521

Professional summary

William Bonacci, who also goes by Bill Bonacci, Guglielmo Bonacci, is a registered financial advisor currently at CFM ADVISORS INC located in Hauppauge, New York.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Bonacci | Guglielmo Bonacci

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 William Bonacci'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®

None

Experience

Current

September 3, 2019 - Present

CFM ADVISORS INC

Office #1: 1373 Veterans Highway Suite 10, Hauppauge, NY 11788

RIA

CRD#: 111581

HAUPPAUGE, NY

Past

April 16, 2015 - September 5, 2017

SENTINEL PENSION ADVISORS, LLC.

RIA

CRD#: 109901

New York, NY

Past

February 4, 2015 - September 5, 2017

SENTINEL SECURITIES, LLC.

CRD#: 110942

New York, NY

Past

December 15, 2006 - February 6, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SMITHTOWN, NY

Past

December 15, 2006 - February 6, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SMITHTOWN, NY

Past

May 31, 2005 - September 14, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

RIVERHEAD, NY

Past

November 8, 2004 - May 13, 2005

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

August 1, 2003 - June 17, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

May 5, 2000 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

October 31, 1997 - December 8, 1999

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 31, 1997 - December 8, 1999

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 10, 1994 - June 30, 1997

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

August 19, 1993 - January 10, 1994

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, 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".

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 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

New York
(5/9/2021)

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: 6/14/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 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

1373 Veterans Highway Suite 10, Hauppauge, NY 11788

Mailing Address

Phone number

(631) 657-2135

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (FIRM BROCHURE) (2/27/2025)

Regulatory assets under management

Total Number of Accounts	2,081
AUM (Assets Under Management)	$ 3,492,215,000

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.

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

IAR

NORTH WOODMERE, NY

Harlan Fischer

CETERA INVESTMENT ADVISERS LLC

IAR

SETAUKET, NY

Gregory Harris

PFS INVESTMENTS INC.

Farmingdale, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William Bonacci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bonacci's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL PENSION ADVISORS, LLC.

SENTINEL SECURITIES, LLC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CITIGROUP GLOBAL MARKETS INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

CFM ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2002

Series 63

Date: 3/1/1999

SIE

Date: 9/5/2017

Series 7

Date: 7/15/2005

Series 6

Date: 8/18/1993

Current Firm

CFM ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFM ADVISORS INC

TRUST BUT VERIFY

Similar Advisors