Craig Stephen Bonelli Jr.

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2012 → Present
  Stifel Nicolaus & Co Inc
  Paso Robles, CA

Previous Registrations

• 2009-06-01 → 2012-01-19
  Morgan Stanley
  Paso Robles, CA
  Paso Robles, CA
  San Luis Obispo, CA
• 2008-12-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Paso Robles, CA

Other Businesses

1. BONELLI INVESTMENTS; FAMILY LLC; INVESTOR; 0 HOURS PER YEAR; NOT DURING SECURITIES TRADING HOURS. INVESTMENT-RELATED 2. Commercial Rental Property; 1745 Riverside Ave Paso Robles CA 93446; Commercial Rental property ownership; Owner; Owner-with Property Manager handling day to day and leasing; affiliation started 02/25/2016; 2 hours per month; not during securities trading hours; Investment-related. 3. Rental Property; 2025 Pine St Paso Robles CA 93446; Owner; Joint Rental Account with Brother; affiliation started 06/30/2017; 1.0 hour per month; not during securities trading hours; Investment-related. 4. Rental Property; 1222 Chestnut St Paso Robles CA 93446; Owner; Joint Rental Account with Brother; affiliation started 10/01/2017; 1.0 hour per month; not during securities trading hours; investment-related. 5. Rental Property; 7360 El Camino Real Atascadero, CA 93422;Commercial Property ownership; Co-Owner; 03/23/2018; 1.0 hour per month; not during securities trading hours; investment-related. 6. 8996 La Linia, Atascadero, CA 93422; 8996 La Linia, Atascadero, CA 93422; Commercial Property Ownership; Co-Owner; 01/10/2020; 12 Hours Per Year; Not During Securities Trading Hours; Investment Related. 7. Rental Property; 6845 Serra, Atascadero, CA 93422; Owner; 09/23/2020; 1 Hours per Month; Not During Securities Trading Hours; Investment-Related. 8. Rental Property; 1440 Vine St, Paso Robles, CA 93446; Co-Owner; 12/28/2020; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related. 9. St Rose of Lima Catholic School - Advisory Board; 820 Creston Rd, Paso Robles, CA 93446; Catholic school K-8; Board Member; School Board - Advisory board to the principal; 11/17/2022; 4 Hours per Month; Not During Securities Trading Hours; Investment-Related. 10. Rental Property; 322 16th St Paso Robles, CA; Owning and renting property; 08/19/2015; 1 hr/month; Not During Securities Trading Hours; Investment-Related. 11. Rental Properties; 620/621/821/931 Vine and 2120 Park, Paso Robles, CA 93446; Co-Owner; 12/16/2013; 10 hrs/year; Not During Securities Trading Hours; Investment-Related 12. Rental Property; 814 Park St, Paso Robles, CA 93446; Co-Owner; 05/01/2013; 10 hrs/year; Not During Securities Trading Hours; Investment-Related 13. Rental Property; 815 Vine St, Paso Robles, CA 93446; Owner; 02/01/2013; Not During Securities Trading Hours; Investment-Related 14. Rental Property; 1529 Oak St Paso Robles CA 93446; Rental Property; Owner; 10/29/2024; 1 hr/quarter; Not during securities trading hours; Investment-Related 15. Rental Property; 3050 Ramada Paso Robles CA 93446; part owner; 3/28/2025; 1 hr/mo; not during securities trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23

Other Names

• Craig Stephen Bonelli