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Vincent G. Bonasso

SIMPLE FINANCIAL SOLUTIONS
COLLIERVILLE, TN
CRD#: 8197326
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VB
Vincent Gerard BonassoSIMPLE FINANCIAL SOLUTIONS

Professional summary

Vincent Gerard Bonasso, who also goes by VIncent Bonasso, is a registered financial advisor currently at SIMPLE FINANCIAL SOLUTIONS LLC located in Collierville, Tennessee.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Vincent has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Vincent Bonasso

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Gerard Bonasso'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®
None

Experience

Current

February 9, 2026 - Present

SIMPLE FINANCIAL SOLUTIONS LLC

RIA
CRD#: 339417
COLLIERVILLE, TN

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
Tennessee
(2/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2025
Uniform Investment Adviser Law Examination

Current Firm

SF
SIMPLE FINANCIAL SOLUTIONS LLC
SIMPLE FINANCIAL SOLUTIONS | SIMPLE FINANCIAL SOLUTIONS LLC

CRD#: 339417 / SEC#:

Tennessee
Registered Investment Advisory firm - (2/9/2026 Approved)
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Contact information

Main Address
Collierville, TN
Mailing Address
Phone number
(901) 848-1462
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

SIMPLE FINANCIAL SOLUTIONS LLC

CRD#: 339417Collierville, TN

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