Daniel L Bonder

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

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

• 12/2006 → 11/2023
  Beacon Financial Partners
  Houston, TX
• 06/2015 → 11/2023
  Beacon Financial Advisory Llc
  Beachwood, OH
• 04/2010 → 11/2023
  Capital Analysts, Inc.
  Beachwood, OH
• 11/2023 → 06/2024
  Securities America, Inc.
  Mayfield Hts, OH
• 11/2023 → 11/2024
  Arbor Point Advisors
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2023-11-14 → 2024-11-08
  Arbor Point Advisors
  Mayfield Hts, OH
• 2012-06-05 → 2023-11-13
  Capital Analysts
  Cleveland, OH
• 2015-06-26 → 2023-11-13
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2012-06-01 → 2015-07-20
  Lincoln Investment
  Cleveland, OH
• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
  Cincinnati, OH
• 2006-12-05 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  Beachwood, OH
• 2000-01-01 → 2006-12-06
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

1. DANIEL L. BONDER, ATTORNEY AT LAW POSITION: Attorney/owner NATURE: Legal services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2023 ADDRESS: 5900 Landerbrook Dr., Ste. 205, Mayfield Hts. OH 44124 DESCRIPTION: Provide estate planning advise 2. ARBOR GROUP ADVISORS POSITION: financial planner NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 11/14/2023 ADDRESS: 5900 Landerbrook Dr., Ste. 205, Mayfield Hts. OH 44124 DESCRIPTION: Financial planning, investment management, insurance solutions

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-01

Designations

• Certified Financial Planner