Michael Bonfrisco
Professional Summary
Michael Bonfrisco is a registered financial advisor currently at BONFRISCO WEALTH MANAGEMENT LLC located in Cherry Hill, New Jersey. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
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
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Current Firm
BONFRISCO WEALTH MANAGEMENT LLC | MODERN WEALTH MANAGEMENT LLC | MODERN WEALTH COACHING
Contact Information
Main Address
1522 Route 38, Cherry Hill, NJ 08002Phone Number
(856) 330-4908# of Employees
1Documents
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
State Registrations and Notice Filings
(1/11/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bonfrisco's CRS (Customer Relationship Summary).
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
