Joseph Bonfiglio
Joseph Bonfiglio is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Holmdel, NJ, with 33 years of industry experience. Joseph 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
Firm Size
IM Fee
Assets Under Management
Location
36 Main Street, Holmdel, NJ, 07733
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Regulatory History
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
Joseph is an agent for Avantax Insurance Agency, LLC, selling various annuity and insurance products since 2017, dedicating minimal time. He also owns an accounting and tax preparation business, taking about 10-20% of his time, and owns the office building where his financial services business operates, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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