Robert A Bonavito
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 129894
· Scotch Plains, NJ
· WWW.RABCPAFIRM.COM
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ADV data as of Dec 28, 2015
- Regulatory AUM
- $2.5M
- Discretionary
- $2.0M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 18
- Employees
- 1
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Andrew Bonavito | Registered representative | Personal Financial Specialist | Jun 2006 (20y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/28/2015 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 28, 2015.
View current Form ADV (SEC/IAPD) ↗