Peter A. Bonelli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter Andrew Bonelli, who also goes by Peter Bonelli, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 2011. Peter had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 5, 2015 - December 31, 2022
NEXUS WEALTH MANAGEMENT, LLC
February 10, 2014 - October 22, 2014
GRADIENT SECURITIES, LLC
February 6, 2014 - December 31, 2014
GRADIENT ADVISORS, LLC
August 15, 2013 - February 10, 2014
DOMINION INVESTMENT ADVISORS, LLC
April 4, 2013 - August 8, 2013
MSI FINANCIAL SERVICES, INC.
September 30, 2011 - August 8, 2013
MSI FINANCIAL SERVICES, INC.
July 7, 2011 - October 6, 2011
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
NEXUS WEALTH MANAGEMENT, LLC
CRD#: 173883 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 7,445,893 |
Red Flags
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