Edward A. Bondy
Professional summary
Edward Anthony Bondy, who also goes by Ed Bondy, Edward A Bondy, is a registered financial advisor currently at TRAIL CREEK ADVISORS, LLC located in Eagle, Idaho.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Edward has worked at 19 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Anthony Bondy's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2025 - Present
TRAIL CREEK ADVISORS, LLC
March 4, 2021 - December 31, 2023
INVESTMENT ONLY ANNUITIES
April 12, 2017 - July 1, 2020
PLANMEMBER SECURITIES CORPORATION
October 1, 2013 - December 1, 2015
FORESIDE FUND SERVICES, LLC
March 8, 2012 - June 11, 2013
STERLING GLOBAL STRATEGIES LLC
February 6, 2012 - June 12, 2013
APW CAPITAL, INC.
March 1, 2011 - January 19, 2012
PARTNERVEST ADVISORY SERVICES LLC
August 15, 2007 - December 31, 2010
SIGNATOR FINANCIAL SERVICES, INC.
January 25, 2002 - October 9, 2006
GUGGENHEIM DISTRIBUTORS, LLC
January 11, 2002 - January 28, 2002
METLIFE INVESTORS DISTRIBUTION COMPANY
April 19, 2001 - October 23, 2001
EQUITABLE DISTRIBUTORS, LLC
January 7, 1997 - April 27, 2001
SIGNATOR FINANCIAL SERVICES, INC.
April 3, 1996 - January 28, 1997
OSAIC FS, INC.
May 10, 1989 - October 12, 1995
AMUNDI DISTRIBUTOR US, INC.
May 14, 1987 - May 10, 1989
THE PIONEER GROUP, INC.
September 3, 1982 - June 17, 1985
KIDDER, PEABODY & CO. INCORPORATED
June 2, 1982 - August 3, 1982
CHRISTINA SECURITIES, INC.
May 21, 1981 - June 8, 1982
CROWELL, WEEDON & CO.
February 22, 1980 - March 3, 1986
JEFFERIES EXECUTION SERVICES, INC.
July 27, 1979 - February 15, 1980
FIRST JERSEY SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2025)
Exams
Series 7TO
Date: 4/25/2024
General Securities Representative ExaminationCurrent Firm
TRAIL CREEK ADVISORS, LLC
CRD#: 313435 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 9,977,415 |
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.
