Bonnie F. Chadwick

PARATUS FINANCIAL

DALLAS, TX 75206

Some features on this profile are disabled

CRD#: 2443077

Professional summary

Bonnie Free Chadwick, CFA, who also goes by Bonnie Anne Free, Bonnie A Grisz, Bonnie Free Grisz, is a registered financial advisor currently at PARATUS FINANCIAL, INC. located in Dallas, Texas.

Bonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bonnie has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bonnie Anne Free | Bonnie A Grisz | Bonnie Free Grisz

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 Free Chadwick'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

Chartered Financial Analyst

Experience

Current

January 3, 2005 - Present

PARATUS FINANCIAL, INC.

Office #1: 5910 N Central Expwy Ste. 1955, Dallas, TX 75206

RIA

CRD#: 133361

DALLAS, TX

Past

July 19, 1995 - March 4, 2005

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DALLAS, TX

Past

December 9, 1994 - February 25, 2004

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

February 9, 1994 - December 9, 1994

MERCER ALLIED CORPORATION

CRD#: 7829

ALBANY, 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".

PARATUS FINANCIAL, INC.

CRD#: 133361 / SEC#: 801-63703

RIA

Registered Investment Advisory firm - (1/3/2005 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

Texas
(1/3/2005)

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: 7/19/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/8/1994

General Securities Representative Examination

Current Firm

PARATUS FINANCIAL, INC.

CRD#: 133361 / SEC#: 801-63703

RIA

Registered Investment Advisory firm - (1/3/2005 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

5220 Mckinney Ave Ste 200, Dallas, TX 75205

Mailing Address

Phone number

(214) 378-7400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARATUS FINANCIAL, INC ADV PART 2 (3/7/2025)

Regulatory assets under management

Total Number of Accounts	674
AUM (Assets Under Management)	$ 701,325,240

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

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bonnie F. Chadwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Free Chadwick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARATUS FINANCIAL, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

MERCER ALLIED CORPORATION

Primary Firm SEC Registration

PARATUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/1995

Series 63

Date: 2/28/1994

Series 7

Date: 2/8/1994

Current Firm

PARATUS FINANCIAL, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARATUS FINANCIAL, INC.

TRUST BUT VERIFY

Similar Advisors