Alexandra Z. Bonner

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CRD#: 6326983

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.

Alexandra Z Bonner, who also goes by Alexandra Zaneva Bonner, Alexandra B Zaneva, Alexandra Zaneva, Lexi Zaneva, was a registered financial professional .

Alexandra is a previously registered financial professional and started their career in finance in 2015. Alexandra had worked at 4 firms and has passed the Series 65, Series 99TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Alexandra Zaneva Bonner | Alexandra B Zaneva | Alexandra Zaneva | Lexi Zaneva

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.

I am a Director, Account Services of Stash Financial, Inc, the parent company of Stash Capital. I provide operations expertise for the entity. This relationship started in October 2021. This is the parent and I generally spend 0 hours per month during securities trading hours. I am a Director, Account Services of Stash Investments LLC, an SEC registered investment adviser. I provide operational services for the entity. This relationship started in October 2021 and I generally spend 65 hours per month during securities trading hours. I am a Director, Account Services of Stash Cash Management LLC, a non-investment related business, that is bank service provider. I provide operational services to the entity. This relationship started in October 2021 and I generally spend 15 hours per month during securities trading hours. I am a Director, Account Services of Stash Insurance Services LLC, a non-investment related business, that is an insurance service broker. I provide operational services to the entity. This relationship started in October 2021. I generally spend variable hours per month during securities trading hours. Alexandra has a retail, fashion and travel blog from which she receives minimal compensation annually.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 8, 2023 - March 22, 2024

STASH INVEST

RIA

CRD#: 226550

NEW YORK, NY

Past

March 2, 2022 - March 22, 2024

STASH CAPITAL LLC

CRD#: 287728

NEW YORK, NY

Past

November 1, 2019 - October 27, 2021

IRA GROUP, INC.

RIA

CRD#: 126246

ATLANTA, GA

Past

May 4, 2015 - November 3, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALPHARETTA, GA

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".

STASH INVEST

COLLECTIVE RETURNS, INC. | STASHINVEST | STASH INVESTMENTS LLC | STASH INVEST | STASH

CRD#: 226550 / SEC#: 801-96294

RIA

Registered Investment Advisory firm - (5/15/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 10/21/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 3/1/2022

Operations Professional Examination

General Industry/Product Exam

Series 7

Date: 5/4/2015

General Securities Representative Examination

Current Firm

STASH INVEST

COLLECTIVE RETURNS, INC. | STASHINVEST | STASH INVESTMENTS LLC | STASH INVEST | STASH

CRD#: 226550 / SEC#: 801-96294

RIA

Registered Investment Advisory firm - (5/15/2015 Approved)

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Contact information

Main Address

450 Park Avenue South Suite 10-111, New York, NY 10016

Mailing Address

115 East 34th Street Po Box 1922, New York, NY 10016

Phone number

(800) 205-5164

Established

Firm type

Fiscal year end

# of Employees

120

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STASHINVEST FIRM BROCHURE (8/26/2025)

STASHINVEST BROCHURE APPENDIX 1 - WRAP FEE PROGRAM BROCHURE ($0/$12) (8/26/2025)

STASHINVEST BROCHURE APPENDIX 1 - WRAP FEE PROGRAM BROCHURE ($3/$12) (8/26/2025)

STASHINVEST BROCHURE APPENDIX 1 - WRAP FEE PROGRAM BROCHURE ($3/$9) (8/26/2025)

Regulatory assets under management

Total Number of Accounts	2,282,272
AUM (Assets Under Management)	$ 4,165,105,229

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.

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Alexandra Z. Bonner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STASH INVEST

STASH CAPITAL LLC

IRA GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STASH INVEST

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2019

Series 99TO

Date: 3/1/2022

Series 7

Date: 5/4/2015

Current Firm

STASH INVEST

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STASH INVEST

TRUST BUT VERIFY

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