Salvatore
Bonetti
Insight Folios
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About this Advisor
Salvatore Bonetti is a financial advisor based in Charlotte, North Carolina, working with Insight Folios. Salvatore has previously held positions at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Baystate Financial, Insight Folios, Mass Mutual Life Insurance Co, and Purshe Kaplan Sterling Investments. Salvatore has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maine and Texas. Currently, Salvatore is part of Insight Folios, which operates out of Charlotte, North Carolina. The firm has 10 offices and 15 employees. The firm manages assets totaling $279.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Insight Folios includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$278,962,240
15
1,810
$154,123
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Salvatore Bonetti Work History
Insight Folios
Purshe Kaplan Sterling Investments
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Morgan Stanley Private Bank, National Association
Metlife Securities Inc
Baystate Financial
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
Disclosures
Please visit the SEC profile of Salvatore Bonetti 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 Insight Folios
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Charlotte, NC
Charlotte, NC
Chattanooga, TN
Bozeman, MT
Charlotte, NC
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