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Robert Andrew Bonavito

Financial Planning Group Inc. (The)

Scotch Plains, NJ

CRD 5139414

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Employer firm

Financial Planning Group Inc. (The) CRD 129894

$2.50M regulatory AUM 11-25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Planning Group Inc. (The)

1812 Front Street, Scotch Plains, NJ 07076 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2006-06-20
  • NJ RA
    APPROVED
    Since 2006-06-20

Branch Locations

1812 Front Street, Scotch Plains, NJ 07076 • 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
The Financial Planning Group Scotch Plains NJ 01/1995 Present
  • 01/1995 → Present
    The Financial Planning Group
    Scotch Plains, NJ
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

REDWOOD FINANCIAL PLANNING, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Nearby Investors

MICHAEL ALLEN MCLANE
JARED SCOTT FRIEDMAN
ELEANA TOURIS MCLANE

Nearby Offices

REDWOOD FINANCIAL PLANNING, LLC · SCOTCH PLAINS, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SCOTCH PLAINS, NJ
LPL FINANCIAL LLC · SCOTCH PLAINS, NJ

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