Nicholas Anthony Fontanella

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

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

• 02/2018 → 07/2018
  Pappasitos
  Marietta, GA
• 09/2018 → 05/2019
  Fisher Investments
  Plano, TX
• 08/2012 → 07/2018
  Kennesaw State University
  Kennesaw, GA
• 06/2019 → 07/2025
  Charles Schwab & Co., Inc.
  Sandy Springs, GA
• 02/2021 → 03/2021
  Charles Schwab Bank Ssb
  Atlanta, GA
• 10/2021 → 07/2025
  Charles Schwab Bank Ssb
  Sandy Springs, GA
• 06/2022 → 05/2024
  Td Ameritrade, Inc.
  Sandy Springs, GA
• 06/2022 → 09/2023
  Td Ameritrade Investment Management, Llc.
  Sandy Springs, GA
• 01/2026 → Present
  Bison Wealth,Llc
  Atlanta, GA
• 08/2025 → 12/2025
  Unemployed
  Atlanta, GA

Previous Registrations

• 2019-10-07 → 2025-07-26
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX
  Atlanta, GA
  Atlanta, GA
  Sandy Springs, GA
  Atlanta, GA
  Sandy Springs, GA
• 2022-06-13 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Atlanta, GA
• 2022-06-13 → 2022-10-14
  Td Ameritrade, Inc.
  Atlanta, GA
  Sandy Springs, GA
  Sandy Springs, GA
  Omaha, NE
• 2019-03-28 → 2019-06-28
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09
• S65 Uniform Investment Adviser Law Examination
  2019-03-28