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Jeffrey Bonafe

Fidelity Institutional Wealth Adviser LLC

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About Jeffrey Bonafe

Jeffrey Bonafe is an investment advisor representative with Fidelity Institutional Wealth Adviser LLC in Boston, MA. Jeffrey has been in the industry since April 23, 2007 and holds the Series 7, Series 66, and SIE licenses. Jeffrey's previous employers include Morgan Stanley, NGAM Distribution, L.P., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc..

Firm Information

Jeffrey Bonafe is currently registered with Fidelity Institutional Wealth Adviser LLC. Fidelity Institutional Wealth Adviser LLC is a Boston-based wealth management firm with over $3.9 billion in regulatory assets under management. They provide portfolio management services to individuals, corporations, and other institutions, including pension plans and investment companies. They offer both discretionary and non-discretionary investment advice. The firm also provides educational seminars and selects other advisors for their clients. They have a wrap fee program, and are registered with the SEC.
Fidelity Institutional Wealth Adviser LLC

245 SUMMER STREET

BOSTON, MA 02210

$3.93B

Assets Under Management

47,856

Total Clients

34

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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overlay portfolio management; non-discretionary investment advice

Overlay portfolio management; non-discretionary investment advice

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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fixed fees

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

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percentage of assets

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

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Jeffrey Bonafe’s Registration & Firm History

MA

01/07/2021 - Present

Fidelity Institutional Wealth Adviser LLC (BOSTON MA)

CA

02/09/2015 - 10/29/2020

MORGAN STANLEY (Palo Alto CA)

CA

02/29/2012 - 10/06/2014

NGAM DISTRIBUTION, L.P. (San Francisco CA)

NY

06/01/2009 - 02/27/2012

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

11/16/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Bonafe.
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