Alfonso Boneta
Alfonso Boneta is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Guaynabo, PR, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
15 2nd St / 15 Calle 2, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (7)
Customer Dispute
May 2023Customer Dispute
March 2020Customer Dispute
October 2019Customer Dispute
March 2019Customer Dispute
December 2018Customer Dispute
August 2018Customer Dispute
October 2017Other Business Activities
Alfonso is a part owner of Memory Palace LLC, an educational software company, and co-owns multiple rental properties. He also serves as the secretary to the president of the board of directors for Villa Montana Homeowners, a homeowners association.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
Sydney Prevor and CO. INC.Broker
State Registrations14 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.