Bonafe De Mayo Santos

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2018
  E*Trade Securities Llc
  Palo Alto, CA
• 01/2015 → 09/2018
  E*Trade Capital Management Llc
  Palo Alto, CA
• 10/2018 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 09/2018 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2018-10-01 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
• 2014-10-20 → 2018-09-21
  Harrisdirect Llc
  Palo Alto, CA
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-18
• S63 Uniform Securities Agent State Law Examination
  2008-04-15

Other Names

• Bonafe D De Mayo
• Bonafe Dancel De Mayo
• Bonafe Dancel De Mayo Santos
• Bonafe De Mayo Santos