Vincent Michael Bonavia

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → 01/2018
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 01/2018 → 12/2018
  Jp Morgan Chase Bank
  Deerfield Beach, FL
• 01/2018 → 12/2018
  Jp Morgan Securities Llc
  Deerfield Beach, FL
• 06/2016 → 01/2018
  Variable Annuity Life Insurance Company
  Boca Raton, FL
• 06/2019 → 08/2019
  Platinum Peak Advisors, Llc
  Boca Raton, FL
• 12/2018 → 06/2019
  Unemployed
  N/A, FL
• 12/2019 → 05/2022
  Regions Bank
  Boca Raton, FL
• 08/2019 → 12/2019
  Unemployed
  Boca Raton, FL
• 05/2021 → 05/2022
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2022 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2018-01-17 → 2018-12-21
  J.P. Morgan Securities Llc
  Deerfield Beach, FL
• 2017-03-01 → 2018-01-18
  Valic Financial Advisors, Inc.
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S66 Uniform Combined State Law Examination
  2017-02-25

Other Names

• Vincent Bonavia
• Vincent Michael Bonavia
• Vinny Bonavia
• Vincent M Bonavia
• Vinny M Bonavia