EB
EB

Elena Bonilla

1 Year of Experience
Madison, WI
Broker

Elena Bonilla is a registered investment advisor, based in Madison, WI, with 1 years of industry experience.

Location

814 Atlas Ave, Madison, WI, 53714

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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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Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2025 - Present · 6 mos
Merit Financial Advisors
November 2025 - Present · 6 mos
Previous Registrations
Harbour Investments, INC.
June 2025 - November 2025 · 5 mos
Harbour Investments, INC.Broker
January 2025 - November 2025 · 10 mos
State Registrations1 state
WI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Elena Bonilla - Financial Advisor | TrueAdvisor