BB
Bryan J. Bondoc
FORESIDE FINANCIAL SERVICES
Portland, ME 04101
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CRD#: 4868397
BB
Professional summary
Bryan J Bondoc, who also goes by Bryan J. Bondoc, Bryan Joseph Bondoc, Bryan Bondoc, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine.
Bryan is registered as a RR (Registered Representative) and started their career in finance in 2005. Bryan has worked at 6 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 31, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Bryan J. Bondoc | Bryan Joseph Bondoc | Bryan Bondoc
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Bryan J Bondoc'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®
NoneExperience
Current
April 21, 2026 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101BD
CRD#: 148477
Portland, ME
Past
November 14, 2024 - April 13, 2026
UBS SECURITIES LLC
BD
CRD#: 7654
New York, NY
Past
June 13, 2022 - October 18, 2024
BNP PARIBAS SECURITIES CORP.
BD
CRD#: 15794
NEW YORK, NY
Past
September 16, 2019 - June 13, 2022
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
New York, NY
Past
January 1, 2008 - June 3, 2019
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
GREENWOOD, IN
Past
August 10, 2005 - June 27, 2007
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
INDIANAPOLIS, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(4/21/2026)
RR
Alaska(4/21/2026)
RR
Arizona(4/21/2026)
RR
Arkansas(4/21/2026)
RR
California(4/21/2026)
RR
Colorado(4/21/2026)
RR
Connecticut(4/21/2026)
RR
Delaware(4/21/2026)
RR
District of Columbia(4/21/2026)
RR
Florida(4/21/2026)
RR
Georgia(4/21/2026)
RR
Hawaii(4/21/2026)
RR
Idaho(4/21/2026)
RR
Illinois(4/21/2026)
RR
Indiana(4/21/2026)
RR
Iowa(4/21/2026)
RR
Kansas(4/21/2026)
RR
Kentucky(4/21/2026)
RR
Louisiana(4/21/2026)
RR
Maine(4/21/2026)
RR
Maryland(4/21/2026)
RR
Massachusetts(4/21/2026)
RR
Michigan(4/21/2026)
RR
Minnesota(4/21/2026)
RR
Mississippi(4/21/2026)
RR
Missouri(4/21/2026)
RR
Montana(4/21/2026)
RR
Nebraska(4/21/2026)
RR
Nevada(4/21/2026)
RR
New Hampshire(4/21/2026)
RR
New Jersey(4/21/2026)
RR
New Mexico(4/21/2026)
RR
New York(4/21/2026)
RR
North Carolina(4/21/2026)
RR
North Dakota(4/21/2026)
RR
Ohio(4/21/2026)
RR
Oklahoma(4/21/2026)
RR
Oregon(4/21/2026)
RR
Pennsylvania(4/21/2026)
RR
Rhode Island(4/21/2026)
RR
South Carolina(4/21/2026)
RR
South Dakota(4/21/2026)
RR
Tennessee(4/21/2026)
RR
Texas(4/21/2026)
RR
Utah(4/21/2026)
RR
Vermont(4/21/2026)
RR
Virginia(4/21/2026)
RR
Washington(4/21/2026)
RR
West Virginia(4/21/2026)
RR
Wisconsin(4/21/2026)
RR
Wyoming(4/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/7/2012
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC
CRD#: 148477 / SEC#: , 8-68027
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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.
Company Information
FORESIDE FINANCIAL SERVICES, LLC
CRD#: 148477Portland, ME 04101TRUST BUT VERIFY
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