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Richard Bonavito

42 Years of Experience
Walnut Creek, CA
1 DisclosureBroker

Richard Bonavito is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 42 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1880 Tice Valley Blvd, Walnut Creek, CA, 94595

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1999
Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
May 1986 - January 2008 · 21 yrs 8 mos
Drexel Burnham Lambert IncorporatedBroker
March 1984 - May 1986 · 2 yrs 2 mos
San Diego Securities IncorporatedBroker
December 1983 - February 1985 · 1 yr 2 mos
State Registrations12 states
AZCAFLHIIDMSMTNVNYORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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