Thomas V. Bonvissuto
Professional summary
Thomas Vincent Bonvissuto, CFP®, ChFC®, who also goes by Thomas Bonvissuto, Tom Bonvissuto, is a registered financial advisor currently at INTERO FINANCIAL PLANNING, LLC located in Parkton, Maryland.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Thomas has worked at 3 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Vincent Bonvissuto's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
August 30, 2019 - Present
INTERO FINANCIAL PLANNING, LLC
October 14, 2013 - January 16, 2019
FINANCIAL CONSULATE
March 26, 1996 - January 10, 2014
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2021)
(8/30/2019)
(9/6/2019)
Exams
Series 2
Date: 3/15/1996
Non-Member General Securities ExaminationCurrent Firm
INTERO FINANCIAL PLANNING, LLC
CRD#: 304573 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 256 |
| AUM (Assets Under Management) | $ 32,062,532 |
Red Flags
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