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Charles M Bonatakis

Raymond James & Associates, Inc.

Springfield, MA

CRD 7827946

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

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

Nearby Firms

MORGAN STANLEY
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

GEOFFREY WILLIAM MOORE
MARK WILLIAM TEED
RYAN ANDREW BRASSARD

Nearby Offices

MORGAN STANLEY · Springfield, MA
LPL FINANCIAL LLC · SPRINGFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRINGFIELD, MA

More in Springfield, MA

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