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Michael A. Bonventure
CETERA INVESTMENT ADVISERS LLC
PHILADELPHIA, PA 19103
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CRD#: 3163196
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Professional summary
Michael Angelo Bonventure, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Philadelphia, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Margate, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.
2) GRYPHON FINANCIAL WEALTH ADVISORS, LLC POSITION: PRESIDENT AND MEMBER NATURE: DBA for financial services activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2004 ADDRESS: 1601 Market St, Suite 2525, Philadelphia PA 19103, United States DESCRIPTION: Gryphon Financial Wealth Advisors, LLC is our DBA for providing financial services to our clients. I am responsible for providing the financial services and for managing this entity. 3)MCKONLY & ASBURY, LLP POSITION: Director NATURE: Accounting and consulting firm INVESTMENT RELATED: No NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1601 Market Street, Suite 2525, Philadelphia PA 19103, United States DESCRIPTION: Provide management services to the Philadelphia office. Provide tax compliance and consulting services to client base. 4) MORRIS J COHEN & CO P.C.; OTHER - PRINCIPAL; NIR; 10/01/1987;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Angelo Bonventure'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®
CFP®
Start date: 1991
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1601 Market Street Suite 2525, Philadelphia, PA 19103Office #2: 900 N. Kings Highway, Cherry Hill, NJ 08034RIA
CRD#: 105644
PHILADELPHIA, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 1601 Market Street Suite 2525, Philadelphia, PA 19103BD
CRD#: 13572
Margate, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PHILADELPHIA, PA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PHILADELPHIA, PA
Past
May 23, 2005 - December 31, 2020
GRYPHON FINANCIAL WEALTH ADVISORS, LLC
RIA
CRD#: 134041
PHILADELPHIA, PA
Past
April 23, 1999 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
PHILADELPHIA, PA
Past
December 24, 1998 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
PHILADELPHIA, PA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Maryland(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
