David M. Bonnichsen
Professional summary
David Martin Bonnichsen, who also goes by David Bonnichsen, is a registered financial advisor currently at PHOENIX FINANCIAL ENGINEERING, LLC located in Baltimore, Maryland.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Martin Bonnichsen's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2016 - Present
PHOENIX FINANCIAL ENGINEERING, LLC
July 2, 2014 - June 1, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 2, 2014 - June 1, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 30, 2012 - July 7, 2014
MORGAN STANLEY
March 6, 2012 - July 7, 2014
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2016)
Exams
Current Firm
PHOENIX FINANCIAL ENGINEERING, LLC
CRD#: 284293 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 16,500,000 |
Red Flags
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