EB
Erik N. Bonnett
TRIPLETAIL WEALTH MANAGEMENT
ORLANDO, FL 32803
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CRD#: 7271056
EB
Professional summary
Erik Nathan Bonnett, who also goes by Erik Bonnett, is a registered financial advisor currently at TRIPLETAIL WEALTH MANAGEMENT located in Orlando, Florida.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Erik has worked at 3 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erik Bonnett
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.
1) TRIPLETAIL WEALTH MANAGEMENT. Investment Related. Located at 224 E Marks Street, Orlando, FL 32803. Nature - RIA. Position - Member. Start - 10/2019. 160 hours per month, all during trading hours. Duties - Advisory Services, Financial Planning, Estate planning. 2) FIXED INSURANCE. Investment Related. Located at 224 E Marks Street, Orlando, FL 32803. Nature - Insurance. Position - Agent. Start - 01/2021. 3 hours per month, not during trading hours. Duties - sell insurance products. 3) FLORIDA FAMILY TRUST SERVICES, LLC. Not Investment related. Located at 224 E. Marks St. Orlando FL 32803. Nature- Professional fiduciary company for accounting purposes. Position - Member. Duties- Erik Bonnett serves as a professional fiduciary (trustee) for a few clients who need that service. Start date- 2024-11-21. Hours per month devoted to business during trading hours- 5. Hours per month devoted to business outside trading hours- 5. Percentage of total yearly compensation expected to be derived from the business- 4. Website address for the organization- fftrustservices.com. 4) Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Not Investment related. Located at 12030 Sunrise Valley Drive, Suite 450 Reston VA 20191. Nature- Public Foundation. Position - Director. Duties- Oversee and advise on direction of the Foundation. Start date- 2024-12-20. Hours per month devoted to business during trading hours- 3. Hours per month devoted to business outside trading hours- 5. Percentage of total yearly compensation expected to be derived from the business- 0.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Nathan Bonnett'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®
NoneExperience
Current
April 6, 2022 - Present
TRIPLETAIL WEALTH MANAGEMENT
Office #1: 224 E. Marks St., Orlando, FL 32803RIA
CRD#: 318781
ORLANDO, FL
Past
July 11, 2022 - December 19, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
February 5, 2021 - April 8, 2022
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
ORLANDO, FL
Past
February 4, 2021 - April 8, 2022
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
ORLANDO, FL
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".
TW
TRIPLETAIL WEALTH MANAGEMENT
TRIPLETAIL WEALTH MANAGEMENT | TRIPLETAIL WEALTH MANAGEMENT, LLC
CRD#: 318781 / SEC#: 801-133752
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Florida
Registered Investment Advisory firm - (8/11/2025 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
Florida(4/6/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 2/4/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
TRIPLETAIL WEALTH MANAGEMENT
TRIPLETAIL WEALTH MANAGEMENT | TRIPLETAIL WEALTH MANAGEMENT, LLC
CRD#: 318781 / SEC#: 801-133752
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Florida
Registered Investment Advisory firm - (8/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
224 E. Marks St., Orlando, FL 32803
Mailing Address
Phone number
(407) 286-4072
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 109,840,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/07/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRIPLETAIL WEALTH MANAGEMENT
CRD#: 318781Orlando, FL 32803TRUST BUT VERIFY
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