William
Bonacci
Ccg Investments
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About this Advisor
William Bonacci is a financial advisor based out of Hauppauge, New York with 2 years of relevant experience. Bonacci is currently employed by Ccg Investments. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Sentinel Benefits & Financial Group and Cfm Advisors, Inc. Bonacci has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Ccg Investments is an advisory firm operating out of Hauppauge, NY. The investment advisory business has just five advisors. It controls $1 billion in assets among its 1,175 customer accounts, placing it among the largest firms in the country by assets under management. Of its 1,175 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the financial services. Fees charged by Ccg Investments can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ccg Investments Brokerage Details
$1,400,000,000
5
1,175
$1,191,489
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
William Bonacci Work History
William has been registered as a financial advisor for 2 years.*
Cfm Advisors, Inc
Sentinel Benefits & Financial Group
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 William Bonacci 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 Ccg Investments
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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