Alexandra Z. Bonner
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 8, 2023 - March 22, 2024
STASH INVEST
March 2, 2022 - March 22, 2024
STASH CAPITAL LLC
November 1, 2019 - October 27, 2021
IRA GROUP, INC.
May 4, 2015 - November 3, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
STASH INVEST
CRD#: 226550 / SEC#: 801-96294
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 3/1/2022
Operations Professional ExaminationCurrent Firm
STASH INVEST
CRD#: 226550 / SEC#: 801-96294
Contact information
SEC notice filing (53 States and Territories)
Documents
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.
