TB
Trevis A. Bonnett
VOYA FINANCIAL ADVISORS
Houston, TX 77046
Some features on this profile are disabled
CRD#: 5479655
TB
Professional summary
Trevis Antonio Bonnett, who also goes by Trevis Bonnett, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Houston, Texas.
Trevis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Trevis has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trevis Bonnett
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.
NAME OF ENTITY:Independent Insurance Agent; Yes; 2925 Richmond Ave Ste 1200; Houston; TX; 77098; Fixed Insurance Sales; Independent Insurance Agent; 04/12/2022; 160; 160; sales of fixed insurance and Medicare products NAME OF ENTITY:Trevis Bonnett Rental Properties; No; 19623 Lighthouse Scene Lane; Cypress; TX; 77433; Sole rental property Owners; Property Owner; 11/01/2006; 1; 0 ; Review monthly statements and approval any potential improvement of the property|
CRS (Client Relationship Summary) - RIA
Click below to view Trevis Antonio Bonnett's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Trevis Antonio Bonnett'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, 2022 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 24 Greenway Plaza Ste 1725, Houston, TX 77046RIA
BD
CRD#: 2882
Houston, TX
Current
April 12, 2022 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 24 Greenway Plaza Ste 1725, Houston, TX 77046RIA
BD
CRD#: 2882
Houston, TX
Past
August 30, 2013 - April 19, 2022
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
August 19, 2013 - April 19, 2022
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
August 3, 2012 - August 8, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
HOUSTON, TX
Past
August 3, 2012 - August 8, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
December 9, 2010 - May 17, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
HOUSTON, TX
Past
December 9, 2010 - May 17, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
HOUSTON, TX
Past
February 4, 2010 - June 11, 2010
FIS BROKERAGE & SECURITIES SERVICES LLC
BD
CRD#: 104162
BOLINGBROOK, IL
Past
May 1, 2008 - July 15, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
HOUSTON, TX
Past
May 1, 2008 - July 15, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
HOUSTON, TX
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".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.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
Arkansas(6/4/2024)
RR
Georgia(5/11/2023)
RR
Louisiana(6/13/2022)
RR
Maryland(8/14/2024)
RR
Missouri(8/8/2025)
RR
New York(4/12/2022)
IAR
New York(10/10/2022)
RR
Oregon(5/11/2023)
RR
Texas(4/12/2022)
IAR
Texas(4/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
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.
