Michael Loyd Bonfante
Professional Summary
Michael Loyd Bonfante, who also goes by Michael Bonfante, is a registered financial advisor currently at CASEY SECURITIES LLC located in Greenbrae, California. Michael is registered as a RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Bonfante
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Current Firm
CASEY SECURITIES LLC | RFA SECURITIES | CASEY SECURITIES, LLC | CASEY SECURITIES, INC.
Contact Information
Main Address
300 Drakes Landing Road Building 300a - Suite 110, Greenbrae, CA 94904Mailing Address
300 Drakes Landing Road Building 300a - Suite 110, Greenbrae, CA 94904Phone Number
(415) 954-5579Established
Delaware since 01/01/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
20Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
State Registrations and Notice Filings
(9/13/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed May 2014SRO Registrations
SRO Registrations
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Michael Loyd Bonfante's CRS (Customer Relationship Summary).
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
FIDELITY BROKERAGE SERVICES LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC