Michael R. Bonetti
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Richard Bonetti was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1998. Michael had worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 17, 2012 - March 4, 2015
DESTINATION WEALTH MANAGEMENT
July 13, 2010 - January 10, 2012
KESTRA INVESTMENT SERVICES, LLC
July 13, 2010 - January 10, 2012
KESTRA INVESTMENT SERVICES, LLC
August 3, 2009 - May 7, 2010
EDWARD JONES
July 21, 2009 - May 7, 2010
EDWARD JONES
May 15, 2007 - June 6, 2008
THOMAS WEISEL PARTNERS LLC
August 27, 2002 - May 30, 2007
GLEACHER & COMPANY SECURITIES, INC.
November 18, 1998 - July 25, 2002
ROBERTSON STEPHENS, INC.
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
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.
