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Bonnie Draper Conchieri

Purshe Kaplan Sterling Investments

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About Bonnie Draper Conchieri

Bonnie Draper Conchieri is a financial advisor with over 30 years of experience in the financial services industry. Bonnie has been registered with Purshe Kaplan Sterling Investments since April 2020. Prior to joining Purshe Kaplan Sterling Investments, Bonnie was with LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WACHOVIA SECURITIES, LLC, FIRST ALBANY CORPORATION and MOSELEY SECURITIES CORPORATION. Bonnie holds the Series 7 and SIE licenses.

Firm Information

Bonnie Conchieri is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

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.

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.

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Bonnie Conchieri’s Registration & Firm History

VT

04/09/2020 - Present

Purshe Kaplan Sterling Investments (Williston VT)

VT

12/06/2012 - 04/16/2020

LPL FINANCIAL LLC (WILLISTON VT)

VT

10/07/2005 - 12/07/2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLISTON VT)

MO

08/05/2000 - 10/07/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

03/07/1988 - 08/05/2000

FIRST ALBANY CORPORATION (NEW YORK NY)

NA

04/23/1986 - 03/15/1988

MOSELEY SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bonnie Draper Conchieri.
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