Best Investors Account Sign in

Bonnie Bravo

&Partners

Florham Park, NJ

Clayton, MO

CRD 5307946

Claim This Profile
Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-09
NJ RA APPROVED 2026-07-08
  • TX RA
    APPROVED_RES
    Since 2026-07-09
  • NJ RA
    APPROVED
    Since 2026-07-08

Branch Locations

25B Vreeland Rd. Suite 110, Florham Park, NJ 07932 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
Ubs Financial Services Inc. Florham Park NJ 08/2013 06/2019
Ubs Financial Services Inc. Florham Park NJ 01/2020 07/2026
Unemployed Succasunna NJ 06/2019 01/2020
&Partners Nashville TN 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-19
  • S66 Uniform Combined State Law Examination
    2008-08-19
Other Names
  • Bonnie Lynn Wenz

View on SEC IAPD

Nearby Firms

WISS PRIVATE CLIENT ADVISORS, LLC
JACOBS LEVY EQUITY MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman

Nearby Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

More in Florham Park, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor