Steven Christopher Bono

Current Employers

Employment History

• 09/2015 → 04/2017
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 09/2015 → 04/2017
  First Republic Securities Company, Llc
  Menlo Park, CA
• 04/2017 → 04/2023
  First Republic Securities Company, Llc
  Menlo Park, CA
• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 11/2023 → Present
  Morgan Stanley Smith Barney Llc
  Palo Alto, CA
• 04/2023 → 11/2023
  Unemployed
  Palo Alto, CA
• 11/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-09-30 → 2023-05-23
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  San Francisco, CA
  Palo Alto, CA
  Menlo Park, CA
• 2009-10-22 → 2015-09-30
  Constellation Wealth Advisors Llc
  Menlo Park, CA
• 2006-08-14 → 2008-05-07
  Thinkequity Llc
  San Francisco, CA
• 2003-05-07 → 2006-08-21
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

(1) *575632- San Francisco Forty Niners Inc.; Investment related No; Santa Clara, California; Sport/Entertainment; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2002; During business hours: 0; After business hours: 4; Goodwill Ambasador (2) Lamonica's Pizza Dough Company Inc. / Los Angeles, CA / Non-Investment Related / Frozen pizza dough making company / Board member / Start 01-March-2020 / the board will truly be a 'sounding board' to help guide the company in the 2020's / 1 hour devoted each month / 0 during trading hours. (3) 49ers Foundation / Santa Clara, CA / Non-Investment Related / Board Member / Start 01-July-2021 / Helping the Executive Director evaluate an investment portfolio for long term sustainability / 1 hour devoted each month / 1 during trading hours. *575624- Lamonica's Pizza Dough International; Investment related: No; Vernon, California; Manufacturing; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 1; We, the board, make suggestion/recommendations on all topics in the dropdown.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-03
• S63 Uniform Securities Agent State Law Examination
  1989-06-21

Other Names

• Steven Christopher Bono
• Steve Bono
• Steven C Bono