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William Bonacci

Cfm Advisors Inc

Hauppauge, NY

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Current Employers
Cfm Advisors Inc

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-09
  • NY RA
    APPROVED
    Since 2021-05-09

Branch Locations

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • 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
Sentinel Benefits & Financial Group New York NY 02/2015 09/2017
Cfm Advisors, Inc. Hauppauge NY 07/2018 Present
Unemployed Rocky Point NY 09/2017 07/2018
  • 02/2015 → 09/2017
    Sentinel Benefits & Financial Group
    New York, NY
  • 07/2018 → Present
    Cfm Advisors, Inc.
    Hauppauge, NY
  • 09/2017 → 07/2018
    Unemployed
    Rocky Point, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-14
S63 Uniform Securities Agent State Law Examination 1999-03-01
  • S65 Uniform Investment Adviser Law Examination
    2002-06-14
  • S63 Uniform Securities Agent State Law Examination
    1999-03-01
Other Names
  • Guglielmo Bonacci
  • Bill Bonacci

View on SEC IAPD

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Other Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY
MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY
COMMONWEALTH FINANCIAL NETWORK · Hauppauge, NY
LPL FINANCIAL LLC · HAUPPAUGE, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hauppauge, NY
J.P. MORGAN SECURITIES LLC · HAUPPAUGE, NY
CETERA INVESTMENT ADVISERS LLC · Hauppauge, NY

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