MB
CFP
MB
CFP

Michael Bonanno

40 Years of Experience
Colonie, NY
BrokerSells Insurance

Michael Bonanno is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colonie, NY, with 40 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

250 Osborne Rd, Colonie, NY, 12205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating minimal time to this. He also works full-time as a CFP/owner at Bonanno Financial Advisors, providing financial planning and investments, and owns rental property in Albany, NY and a fractional ownership in a hotel.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
May 2014 - June 2023 · 9 yrs 1 mo
Tower Square Securities, INC.Broker
June 2004 - September 2013 · 9 yrs 3 mos
Ws Griffith Securities, INC.Broker
June 1987 - June 2004 · 17 yrs
W. S. Griffith & CO., INC.Broker
June 1987 - June 1987 · 0 mos
Cigna Securities, INC.Broker
August 1986 - June 1987 · 10 mos
State Registrations15 states
CTFLMAMNMONCNJNVNYPASCTXVAWAWI
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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