Maria
Bongiovanni

Royal Alliance Associates, Inc

CRD#5208444
Investment Advisor
in Utica, MI

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About this Advisor

Maria Bongiovanni is a financial advisor located in Utica, Michigan. Currently an investment advisor at Royal Alliance Associates, Inc, they have accrued 14 years of professional experience. Bongiovanni maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Bongiovanni is able to operate in Michigan. Over the course of their career, they have held roles at World Capital Brokerage, Inc, Hantz Financial Services, Secure Asset Mangement, Secure Investor'S Group, Investment Research Corporation, Secure Tax Services, Gradient Securities, LLC, Concorde Investment Services, LLC, Aurora Securities and Royal Alliance. Royal Alliance Associates, Inc is headquartered in Utica, Michigan, and operates out of 952 additional offices in the United States. In aggregate, Royal Alliance Associates, Inc manages $17 billion in assets across 75,586 accounts and employs more than 2,965 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 62,530 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 17% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Royal Alliance Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8300 Hall Road Ste 207
Utica, MI 48317

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

MI Average: $10,121,009,343
Total Number of Employees

2,965

MI Average: 92
Total Number of Accounts

75,586

MI Average: 6,978
Average Account Size

$220,949

MI Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Maria Bongiovanni Work History

Maria has 14 years of experience.

2019 - Present (2 years)

Royal Alliance

2013 - Present (8 years)

Secure Tax Services

2012 - Present (9 years)

Secure Asset Mangement

2012 - Present (9 years)

Secure Investor'S Group

2017 - 2019 (2 years)

Aurora Securities

2015 - 2016 (1 year)

Concorde Investment Services, LLC

2013 - 2015 (2 years)

Gradient Securities, LLC

2012 - 2013 (1 year)

World Capital Brokerage, Inc

2012 - 2012 (< 1 year)

Investment Research Corporation

2006 - 2012 (6 years)

Hantz Financial Services

Disclosures

Maria Bongiovanni has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Adam Beck
Nashville, TN
Jason Jett
Carmel, IN
Joshua Wright
Charleston, SC
Anthony Burgio
Buffalo, NY
Murray Richardson
Buffalo, NY
Gregory Beaulieu
Rocky Hill, CT
Brian Smoot
Ellicott City, MD
Louis Perraut
Southfield, MI

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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