Gregory J. Bonzagni

BEACON CAPITAL MANAGEMENT

Dayton, OH 45459

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CRD#: 2790251

Professional summary

Gregory John Bonzagni is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, INC. located in Dayton, Ohio and SAMMONS FINANCIAL NETWORK, LLC located in West Des Moines, Iowa.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Gregory has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) NORWELL YOUTH LACROSSE - BOARD OF DIRECTORS. 2 HOURS PER WEEK WITH NO ADDTIONAL INCOME. 2) LIMRA/LOMA, Committee Chair - Annuity Distribution Committee. 300 Day Hill Rd, Windsor, CT 06095. Lead Discussions of committee topics, assist with planning meetings. Approximate hours per month, 2. Started 7/2023. Not Compensated. 3) COALITION FOR EQUITY IN WHOLESALING - BOARD POSITION. START DATE 4/1/24. DUTIES: BOARD MEMBER AND ATTEND BI-MONTHLY MEETINGS. APPROXMIATELY 4 HOURS PER MONTH. NO COMPENSATION FOR THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Bonzagni'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

February 4, 2022 - Present

BEACON CAPITAL MANAGEMENT, INC.

Office #1: 7777 Washington Village Drive Suite 280, Dayton, OH 45459

RIA

CRD#: 120641

Dayton, OH

Current

January 30, 2012 - Present

SAMMONS FINANCIAL NETWORK, LLC

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266

CRD#: 158538

West Des Moines, IA

Past

October 3, 2013 - November 3, 2021

SPC

RIA

CRD#: 110692

WEST DES MOINES, IA

Past

June 14, 2011 - October 20, 2011

PRINCIPAL ASSET MANAGEMENT

RIA

CRD#: 109002

NORWELL, MA

Past

June 8, 2011 - October 20, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

November 26, 2009 - December 15, 2010

DIRECTED SERVICES LLC

RIA

CRD#: 21675

SCOTTSDALE, AZ

Past

February 13, 2007 - December 15, 2010

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

August 22, 2005 - February 5, 2007

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

CHICAGO, IL

Past

January 4, 2001 - June 30, 2005

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

November 5, 1998 - November 22, 2000

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

November 22, 1996 - August 15, 1997

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

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".

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

Registered Investment Advisory firm - (6/13/2002 Approved)

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Iowa
(2/4/2022)

Massachusetts
(2/14/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/21/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/22/1997

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

Registered Investment Advisory firm - (6/13/2002 Approved)

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

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Contact information

Main Address

7777 Washington Village Drive Suite 280, Dayton, OH 45459

Mailing Address

Phone number

(937) 439-9093

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON CAPITAL - FORM ADV PART 2A (8/30/2025)

BEACON CAPITAL MANAGEMENT WRAP FEE BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	13,893
AUM (Assets Under Management)	$ 4,669,480,758

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.

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Gregory J. Bonzagni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Bonzagni's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAMMONS FINANCIAL NETWORK, LLC

SPC

PRINCIPAL ASSET MANAGEMENT

PRINCIPAL SECURITIES, INC.

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

JPMORGAN DISTRIBUTION SERVICES, INC.

MFS FUND DISTRIBUTORS, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

NATIXIS DISTRIBUTION, LLC

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2009

Series 63

Date: 11/27/1996

SIE

Date: 10/1/2018

Series 7

Date: 1/19/1999

Series 6

Date: 11/21/1996

Series 26

Date: 5/22/1997

FINRA

Current Firm

BEACON CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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