Bonar M. Chhay
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.
Bonar Mony Chhay was a registered financial professional .
Bonar is a previously registered financial professional and started their career in finance in 2005. Bonar had worked at 4 firms and has passed the Series 63, Series 65, 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
July 18, 2018 - December 31, 2025
FELICITAS GLOBAL PARTNERS, LLC
December 15, 2015 - February 12, 2018
ARROWROOT PARTNERS, LLC
May 18, 2012 - July 30, 2018
FELICITAS INVESTORS LLC
October 17, 2005 - August 23, 2006
ZIONS CAPITAL ADVISORS, INC.
Primary Firm SEC Registration
FELICITAS GLOBAL PARTNERS, LLC
CRD#: 292411 / SEC#: 801-112594
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
FELICITAS GLOBAL PARTNERS, LLC
CRD#: 292411 / SEC#: 801-112594
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 865,557,259 |
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.
