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Steven Maclen Bonavita

Wells Fargo Clearing Services, LLC

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About Steven Maclen Bonavita

Steven Maclen Bonavita is a financial advisor at Wells Fargo Clearing Services, LLC. Steven has been in the financial services industry since 1999 and has a strong background in investment management and financial planning. Steven holds several licenses and designations, including Series 7, 63, 65, 23, 10 and 9. Steven is committed to providing personalized financial advice and helping clients achieve their financial goals. Steven has a proven track record of success in helping clients with a variety of financial needs, including retirement planning, college savings, and estate planning.

Firm Information

Steven Bonavita is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Steven Bonavita’s Registration & Firm History

MD

05/27/2016 - Present

Wells Fargo Clearing Services, LLC (COLUMBIA MD)

MD

11/19/2012 - 06/01/2016

PNC INVESTMENTS (POTOMAC MD)

VA

10/14/2009 - 10/09/2012

NAVY FEDERAL BROKERAGE SERVICES, LLC (VIENNA VA)

NJ

04/24/2008 - 09/02/2009

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

MD

10/14/2005 - 04/04/2008

SUNTRUST INVESTMENT SERVICES, INC. (LAUREL MD)

NY

01/03/2003 - 10/03/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/09/1999 - 01/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NC

03/08/1999 - 07/14/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NE

01/12/1999 - 03/04/1999

WATERHOUSE SECURITIES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 04/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2006

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 08/22/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/05/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 12/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 6 public disclosures for Steven Maclen Bonavita. Review regulatory record here.
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