Dylan E. Bond

BOND FINANCIAL GROUP

East Longmeadow, MA 01028

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CRD#: 2676643

Professional summary

Dylan Edward Bond, who also goes by Dylan Bond, is a registered financial advisor currently at BOND FINANCIAL GROUP, INC. located in East Longmeadow, Massachusetts.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Dylan has worked at 14 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dylan Bond

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.

FIXED INSURANCE PRODUCT SALES 5 HOURS/DAY SELL AND SERVICE FIXED ANNUITIES, LIFE INSURANCE AND LONG TERM CARE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Edward Bond'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

November 1, 2017 - Present

BOND FINANCIAL GROUP, INC.

Office #1: 180 Denslow Rd. Suite 2, East Longmeadow, MA 01028

RIA

CRD#: 289214

East Longmeadow, MA

Past

January 6, 2014 - August 17, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

EAST LONGMEADOW, MA

Past

July 2, 2010 - December 31, 2013

KALOS MANAGEMENT

RIA

CRD#: 133025

LONGMEADOW, MA

Past

July 2, 2010 - December 31, 2013

KALOS CAPITAL, INC.

CRD#: 44337

LONGMEADOW, MA

Past

February 26, 2007 - June 29, 2010

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

LONGMEADOW, MA

Past

February 22, 2007 - June 29, 2010

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

LONGMEADOW, MA

Past

May 15, 2006 - March 20, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

E LONGMEADOW, MA

Past

May 15, 2006 - March 20, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

E LONGMEADOW, MA

Past

March 29, 2005 - May 17, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

EAST LONG MEADOW, MA

Past

March 28, 2005 - May 17, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

July 23, 2002 - March 31, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

July 23, 2002 - March 31, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 7, 2000 - February 26, 2001

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

January 20, 1999 - January 7, 2000

STOCK USA, INC.

CRD#: 40687

EL CAJON, CA

Past

August 20, 1998 - January 29, 1999

NATIONAL CLEARING CORP.

CRD#: 14343

SHERMAN OAKS, CA

Past

August 1, 1997 - July 27, 1998

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

March 5, 1997 - June 9, 1997

FIRST LIBERTY INVESTMENT GROUP, INC.

CRD#: 3536

PHILADELPHIA, PA

Past

November 9, 1995 - March 4, 1997

STERLING FOSTER & COMPANY, INC.

CRD#: 36052

UNIONDALE, NY

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

Connecticut
(7/23/2018)

IAR

Florida
(8/2/2018)

IAR

Massachusetts
(11/1/2017)

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: 5/1/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/8/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/10/1999

General Securities Principal Examination

Current Firm

BOND FINANCIAL GROUP, INC.

CRD#: 289214 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/23/2018 Approved)

Florida

Registered Investment Advisory firm - (8/2/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (11/1/2017 Approved)

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Contact information

Main Address

180 Denslow Rd. Suite 2, East Longmeadow, MA 01028

Mailing Address

Phone number

(413) 754-4747

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	281
AUM (Assets Under Management)	$ 43,885,803

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dylan E. Bond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Edward Bond's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

KALOS MANAGEMENT

KALOS CAPITAL, INC.

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FIRST MONTAUK SECURITIES CORP.

STOCK USA, INC.

NATIONAL CLEARING CORP.

FIRST MONTAUK SECURITIES CORP.

FIRST LIBERTY INVESTMENT GROUP, INC.

STERLING FOSTER & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2000

Series 63

Date: 11/21/1995

Series 7

Date: 11/8/1995

Series 24

Date: 7/10/1999

Current Firm

BOND FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOND FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Contact information

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