linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony J Bonanno

Wellington Wealth Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony J Bonanno

Anthony Bonanno is a registered investment advisor representative with Wellington Wealth Strategies, LLC and THE Wellington GRP LLC. Anthony has been in the financial industry since 1986. Anthony specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, and pooled investment vehicles. Anthony is a registered investment advisor in Indiana and Texas. Anthony is also licensed to sell insurance.

Firm Information

Anthony Bonanno is currently registered with Wellington Wealth Strategies, LLC. Wellington Wealth Strategies, LLC is an independent financial advisory firm based in Indianapolis, Indiana. They offer a variety of financial planning and investment management services to individuals, corporations, and pooled investment vehicles. The firm has approximately $289.6 million in assets under management and serves over 1,199 clients. They specialize in providing financial advice to firefighters and their families.
Wellington Wealth Strategies, LLC

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$289.60M

Assets Under Management

258

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Bonanno’s Registration & Firm History

IN

01/02/2025 - Present

Wellington Wealth Strategies, LLC (Indianapolis IN)

IN

10/12/2023 - 11/02/2023

PURSHE KAPLAN STERLING INVESTMENTS (Indianapolis IN)

IN

05/03/1999 - 09/11/2023

PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)

NY

10/03/1988 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

07/30/1986 - 08/30/1988

EQUITY SERVICES, INC.

Not sure if Anthony J Bonanno is right for you?

Licenses & Designations

IA

Issued 03/22/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony J Bonanno.
Not sure if Anthony J Bonanno is right for you?