Matthew P. Bonito
INSPIRE ADVISORS
Columbus, OH 43235
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CRD#: 4587140
Professional summary
Matthew Paul Bonito, CFP® is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Columbus, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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) 11/2021 Inspire Advisors of Ohio, LLC (not used for marketing purposes) ; Member; Investment Related; Entity Formed strictly to compensate employees of Inspire Advisors, LLC to pay for joint business expenses; no time spent. (2) 06/2018 SAVESON ACRES HOMEOWNER'S ASSOCIATION; Secretary; Homeowner's Association; Non Investment Related; 5 hours/0 during security trading hours; Fitzwilliam Lane, Johnstown OH 43031; Take meeting notes as well as voting on board issues. (3) 03/2002 Independent Licensed insurance Agent; Investment Related; Johnstown, Ohio; life, health and accident insurance licensed
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Bonito'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: 2012
Experience
Current
November 2, 2021 - Present
INSPIRE ADVISORS, LLC
Office #1: 355 E. Campus View Blvd. Suite 290, Columbus, OH 43235RIA
CRD#: 300279
Columbus, OH
Past
November 1, 2018 - November 23, 2021
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
COLUMBUS, OH
Past
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
COLUMBUS, OH
Past
January 14, 2014 - November 1, 2018
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
COLUMBUS, OH
Past
January 14, 2014 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
COLUMBUS, OH
Past
January 2, 2009 - December 31, 2013
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
COLUMBUS, OH
Past
December 2, 2008 - December 31, 2013
CFD INVESTMENTS, INC.
BD
CRD#: 25427
COLUMBUS, OH
Past
July 7, 2005 - December 3, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
BLACKLICK, OH
Past
July 5, 2005 - December 3, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
BLACKLICK, OH
Past
February 4, 2004 - July 6, 2005
REGIS ASSET MANAGEMENT LLC
RIA
CRD#: 125872
SUNBURY, OH
Past
November 6, 2003 - July 6, 2005
REGIS SECURITIES CORPORATION
BD
CRD#: 103711
WESTERVILLE, OH
Past
January 23, 2003 - October 30, 2003
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
CINCINNATI, OH
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".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 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.Highlighted states indicate IAR registrations
IAR
Ohio(11/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
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.
