Cory Bonanno is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colonie, NY, with 15 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
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Assets Under Management
Location
250 Osborne Rd, Colonie, NY, 12205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory is involved with Bonanno Financial Advisors, LLC, providing sales support for financial services since 2013. This takes about a quarter of Cory's time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Columbia Management Investment Distributors, INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations12 states
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Exams
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- Michael Bonanno, CFPCetera Investment Advisers LLC