Vincent
Bonavia
Lido
Answer a few questions and
get matched with an advisor.
About this Advisor
Vincent Bonavia is a financial advisor operating out of Boca Raton, Florida with 1 year of industry experience. Bonavia is on the advisory team at Lido. Throughout their career, Bonavia has worked at Maggiano'S Little Italy/Brinker International Payroll Company Lp, Axa Advisors, LLC, Valic Financial Advisors, Inc, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Variable Annuity Life Insurance Company, Florida Atlantic University, Platinum Peak Advisors, LLC, Regions Bank, Cetera Investment Services LLC and Lido Advisors, LLC. Bonavia holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Florida. Lido is an advisory firm operating out of Los Angeles, CA. The investment advisory business has offices in 32 locations and a total of 191 financial advisors. It manages $13 billion in assets among its 12,641 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 81 charitable organizations. Of its 12,641 customer accounts, 81% are held by high-net-worth clients who have at least $1 million in assets. Lido has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services are provided. Fees charged by Lido may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lido Brokerage Details
$13,102,066,742
191
12,641
$1,036,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Vincent Bonavia Work History
Vincent has been registered as a financial advisor for 1 years.*
Lido Advisors, LLC
Cetera Investment Services LLC
Platinum Peak Advisors, LLC
Regions Bank
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Valic Financial Advisors, Inc
Variable Annuity Life Insurance Company
Axa Advisors, LLC
Maggiano'S Little Italy/Brinker International Payroll Company Lp
Florida Atlantic University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vincent Bonavia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lido
Chicago, IL
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Chicago, IL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
