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William Bishop Bonello

Craig-Hallum Capital Group LLC

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About William Bishop Bonello

William Bonello is a financial professional with over 20 years of experience in the industry. William currently works at Craig-Hallum Capital Group LLC in Minneapolis, Minnesota, and holds the following licenses: Series 7, Series 24, Series 63, Series 7TO, Series 86, Series 87, and SIE. Prior to working at Craig-Hallum Capital Group LLC, William worked at RBC Capital Markets, LLC, Wachovia Capital Markets, LLC, Wachovia Securities, LLC, and U.S. Bancorp Piper Jaffray Inc. William specializes in investment advisory services.

Firm Information

William Bonello is currently registered with Craig-Hallum Capital Group LLC. Craig-Hallum Capital Group LLC is a Limited Liability Company formed in May 2002. The firm is registered with the SEC and in 44 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

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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William Bonello’s Registration & Firm History

MN

02/29/2024 - Present

Craig-Hallum Capital Group LLC (MINNEAPOLIS MN)

MN

10/01/2012 - 04/18/2017

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

MN

01/06/2010 - 07/27/2012

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

MN

07/01/2003 - 12/15/2008

WACHOVIA CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

MO

06/06/2002 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MN

06/14/1999 - 06/18/2002

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2008

Series 24 - General Securities Principal Examination

BC

Issued 03/26/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/26/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/03/2024

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for William Bishop Bonello. Review regulatory record here.
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