MB
CFP
MB
CFP

Michael Bonanno

39 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 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

250 Osborne Rd, Colonie, NY, 12205

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
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 · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
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.