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Stephen E Bonder

Fiduciary Wealth Partners, LLC

Newton Lower Falls, MA

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Current Employers
Fiduciary Wealth Partners, Llc

2310 Washington Street 3Rd Floor, Newton Lower Falls, MA 02462 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-21
  • MA RA
    APPROVED
    Since 2024-03-21

Branch Locations

2310 Washington Street 3Rd Floor, Newton Lower Falls, MA 02462 • 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
Blum Shapiro & Company, Pc Newton MA 01/2014 12/2020
Clifton Larson Allen Llp Newton MA 01/2021 12/2023
Fiduciary Wealth Partners Llc Boston MA 01/2024 Present
  • 01/2014 → 12/2020
    Blum Shapiro & Company, Pc
    Newton, MA
  • 01/2021 → 12/2023
    Clifton Larson Allen Llp
    Newton, MA
  • 01/2024 → Present
    Fiduciary Wealth Partners Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-04
  • S65 Uniform Investment Adviser Law Examination
    2024-03-04
Other Names
  • Stephen Bonder

View on SEC IAPD

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