RB
Robert A. Bonavito
FINANCIAL PLANNING GROUP (THE)
Scotch Plains, NJ 07076
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CRD#: 5139414
RB
Professional summary
Robert Andrew Bonavito is a registered financial advisor currently at FINANCIAL PLANNING GROUP INC. (THE) located in Scotch Plains, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew Bonavito'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
June 20, 2006 - Present
FINANCIAL PLANNING GROUP INC. (THE)
Office #1: 1812 Front Street, Scotch Plains, NJ 07076RIA
CRD#: 129894
Scotch Plains, NJ
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
New Jersey(6/20/2006)
Exams
Current Firm
FP
FINANCIAL PLANNING GROUP INC. (THE)
FINANCIAL PLANNING GROUP INC. (THE) | ROBERT A BONAVITO
CRD#: 129894 / SEC#:
New Jersey
Registered Investment Advisory firm - (5/2/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1812 Front Street, Scotch Plains, NJ 07076
Mailing Address
Phone number
(908) 322-7719
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 2,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
