Fiore W. Bonito
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.
Fiore William Bonito, who also goes by F. William Bonito, was a registered financial professional .
Fiore is a previously registered financial professional and started their career in finance in 2003. Fiore had worked at 3 firms and has passed the Series 66, SIE 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
January 3, 2017 - September 29, 2017
AVANTAX ADVISORY SERVICES
January 3, 2017 - September 29, 2017
AVANTAX INVESTMENT SERVICES, INC.
August 25, 2015 - December 31, 2016
AVANTAX INVESTMENT SERVICES, INC.
August 19, 2015 - December 31, 2016
AVANTAX ADVISORY SERVICES
November 1, 2012 - September 20, 2013
AVANTAX ADVISORY SERVICES
October 4, 2011 - September 20, 2013
AVANTAX INVESTMENT SERVICES, INC.
March 4, 2005 - November 2, 2010
AVANTAX ADVISORY SERVICES
December 14, 2004 - September 30, 2011
AVANTAX INVESTMENT SERVICES, INC.
February 11, 2003 - September 10, 2003
EQUITABLE ADVISORS, LLC
February 5, 2003 - September 10, 2003
EQUITABLE ADVISORS, LLC
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
AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Contact information
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
