RB
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Rick Bonfim

22 Years of Experience
Macon, GA
Broker

Rick Bonfim is a registered investment advisor at Morgan Stanley, based in Macon, GA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6055 Lakeside Commons Drive, Suite 450, Macon, GA, 31210

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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.

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Other Business Activities

Rick is a general partner in MJHBOMB, LLC, an LLC that currently owns nothing and holds no assets. He also coaches middle school girls' soccer, coaches athletes at Crossfit Tao, and owns a vacation condo that is currently being rented, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - March 2024 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - March 2024 · 7 yrs 11 mos
Wells Fargo Advisors, LLC
October 2006 - April 2016 · 9 yrs 6 mos
Wells Fargo Advisors, LLCBroker
September 2006 - April 2016 · 9 yrs 7 mos
Suntrust Investment Services, INC.
October 2004 - October 2006 · 2 yrs
Suntrust Investment Services, INC.Broker
October 2003 - October 2006 · 3 yrs
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rick Bonfim - Financial Advisor | TrueAdvisor