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Mary Quinn Bonfini

Steven G. Blum And Associates, LLC

Swarthmore, PA

CRD 4770170

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Employer firm

Steven G. Blum And Associates, LLC CRD 130807

$180M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Steven G. Blum And Associates, Llc

801 Yale Avenue, Swarthmore, PA 19081 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-01-03
  • PA RA
    APPROVED
    Since 2011-01-03

Branch Locations

801 Yale Avenue, Swarthmore, PA 19081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steven G. Blum And Associates, Llc Swarthmore PA 01/2004 Present
Previous Registrations
  • 2011-11-03 → 2013-12-18
    Three Pillars Wealth Management, Llc
    Swarthmore, PA
Other Names
  • Mary Geraldine Quinn
  • Mary Quinn Bonfini

View on SEC IAPD

Nearby Firms

HORTER INVESTMENT MANAGEMENT, LLC
PARAGON CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

STEVEN G. BLUM
DANIEL THOMAS DOUGHERTY
JOHN FRANCIS ENDRES

Nearby Offices

HORTER INVESTMENT MANAGEMENT, LLC · SPRINGFIELD, PA
PARAGON CAPITAL ADVISORS, LLC · SPRINGFIELD, PA
COMMONWEALTH FINANCIAL NETWORK · SPRINGFIELD, PA

More in Swarthmore, PA

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