Richard Bonnette
Richard Bonnette is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Haddonfield, NJ, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
30 Washington Avenue, Suite C-1, Haddonfield, NJ, 08033
Get directionsHistory
Regulatory History (7)
Customer Dispute
May 2006Customer Dispute
May 2004Customer Dispute
December 2003Customer Dispute
April 2003Customer Dispute
November 2002Customer Dispute
January 2002Customer Dispute
February 2000Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations25 states
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.