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Nicholas Anthony Fontanella

Bison Wealth, LLC

Atlanta, GA

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Current Employers
Bison Wealth, Llc

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-13
  • GA RA
    APPROVED
    Since 2026-02-13

Branch Locations

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • 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
Pappasitos Marietta GA 02/2018 07/2018
Fisher Investments Plano TX 09/2018 05/2019
Kennesaw State University Kennesaw GA 08/2012 07/2018
Charles Schwab & Co., Inc. Sandy Springs GA 06/2019 07/2025
Charles Schwab Bank Ssb Atlanta GA 02/2021 03/2021
Charles Schwab Bank Ssb Sandy Springs GA 10/2021 07/2025
Td Ameritrade, Inc. Sandy Springs GA 06/2022 05/2024
Td Ameritrade Investment Management, Llc. Sandy Springs GA 06/2022 09/2023
Bison Wealth,Llc Atlanta GA 01/2026 Present
Unemployed Atlanta GA 08/2025 12/2025
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
S65 Uniform Investment Adviser Law Examination 2019-03-28
  • S66 Uniform Combined State Law Examination
    2019-12-09
  • S65 Uniform Investment Adviser Law Examination
    2019-03-28

View on SEC IAPD

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