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Charles M Bonatakis

Raymond James & Associates, Inc.

Springfield, MA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-11
  • CT RA
    APPROVED
    Since 2026-06-11

Branch Locations

1500 Main Street Suite 1700, Springfield, MA 01115 • 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
Raymond James & Associates, Inc. Saint Petersburg MA 12/2023 12/2025
Raymond James & Associates, Inc. Springfield MA 12/2025 Present
Mfs Boston MA 06/2022 09/2023
Student High School Westfield MA 09/2015 05/2022
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29
Other Names
  • Charlie M Bonatakis
  • Charles M Bonatakis

View on SEC IAPD

Other Firms

MORGAN STANLEY
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HEAPHY INVESTMENTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
USA 401K
MOORS & CABOT, INC.

Other Investors

GEOFFREY WILLIAM MOORE
MARK WILLIAM TEED
RYAN ANDREW BRASSARD
CHARLES M BONATAKIS
JOHN S. BONATAKIS
DIANE LYNN STONE
ANTONIO VENI BASTOS
BRETT MICHAEL SINGER

Other Offices

MORGAN STANLEY · Springfield, MA
LPL FINANCIAL LLC · SPRINGFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRINGFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRINGFIELD, MA
HEAPHY INVESTMENTS, LLC · SPRINGFIELD, MA
HEAPHY INVESTMENTS, LLC · Springfield, MA
HEAPHY INVESTMENTS, LLC · SPRINGFIELD, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SPRINGFIELD, MA

More in Springfield, MA

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