Dawn May Bond
Investment adviser representative at Amerity Wealth Management, LLC
27 yearsExperience
2 statesRegistered in
$338.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Meraki Journey, LLCJan 2025 to now
- Amerity Wealth Management, LLCJun 2022 to now
- Amerity Financial, LLCJan 2021 to now
- Blacktower Financial Management (US) LLCNov 2022 to Sep 2024
- Beacon Global Advisor Network, LLCOct 2019 to Mar 2023
- Beacon Global Group, Inc.Oct 2019 to Oct 2022
- Commonwealth Financial NetworkJul 2005 to Oct 2019
- Compliance Advisory Services, Inc.Jan 1999 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2314167
- Firm CRD
- 322265