Bonar M. Chhay

FELICITAS GLOBAL PARTNERS

Pasadena, CA 91103

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CRD#: 5037260

Professional summary

Bonar Mony Chhay is a registered financial advisor currently at FELICITAS GLOBAL PARTNERS, LLC located in Pasadena, California.

Bonar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bonar has worked at 4 firms and has passed the Series 63, Series 65, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonar Mony Chhay's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 18, 2018 - Present

FELICITAS GLOBAL PARTNERS, LLC

Office #1: 65 North Raymond Avenue Suite 315, Pasadena, CA 91103

RIA

CRD#: 292411

Pasadena, CA

Past

December 15, 2015 - February 12, 2018

ARROWROOT PARTNERS, LLC

CRD#: 173085

Santa Monica, CA

Past

May 18, 2012 - July 30, 2018

FELICITAS INVESTORS LLC

RIA

CRD#: 162395

LOS ANGELES, CA

Past

October 17, 2005 - August 23, 2006

ZIONS CAPITAL ADVISORS, INC.

RIA

CRD#: 131308

BERKELEY, CA

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".

FELICITAS GLOBAL PARTNERS, LLC

CRD#: 292411 / SEC#: 801-112594

RIA

Registered Investment Advisory firm - (3/8/2018 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

California
(7/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/31/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/14/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2015

General Securities Representative Examination

Current Firm

FELICITAS GLOBAL PARTNERS, LLC

CRD#: 292411 / SEC#: 801-112594

RIA

Registered Investment Advisory firm - (3/8/2018 Approved)

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Contact information

Main Address

65 North Raymond Avenue Suite 315, Pasadena, CA 91103

Mailing Address

Phone number

(310) 461-8990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV (PART 2A) - FELICITAS GLOBAL PARTNERS, LLC (4/24/2025)

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.

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Firm Stability Insights

Bonar M. Chhay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonar Mony Chhay's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARROWROOT PARTNERS, LLC

FELICITAS INVESTORS LLC

ZIONS CAPITAL ADVISORS, INC.

Primary Firm SEC Registration

FELICITAS GLOBAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/31/2015

Series 65

Date: 10/14/2005

SIE

Date: 2/12/2018

Series 7

Date: 12/15/2015

Current Firm

FELICITAS GLOBAL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FELICITAS GLOBAL PARTNERS, LLC

TRUST BUT VERIFY

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