MB
Michael B. Bono
LAKE TAHOE WEALTH MANAGEMENT
Corning, NY
Some features on this profile are disabled
CRD#: 6490126
MB
Professional summary
Michael Barney Bono, CFP® is a registered financial advisor currently at LAKE TAHOE WEALTH MANAGEMENT, INC. located in Corning, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Barney Bono's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
October 1, 2024 - Present
LAKE TAHOE WEALTH MANAGEMENT, INC.
RIA
CRD#: 166173
Corning, NY
Past
July 12, 2017 - October 4, 2024
BCK PARTNERS, INC.
RIA
CRD#: 181512
CORNING, NY
Past
May 29, 2015 - November 9, 2015
BCK PARTNERS, INC.
RIA
CRD#: 181512
JOHNSON CITY, NY
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".
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(10/1/2024)
IAR
Texas(10/1/2024)
Exams
Current Firm
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Folsom, CA
Mailing Address
Phone number
(855) 515-5896
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 257,190,431 |
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.
