Vincent Michael Bonavia
Investment adviser representative at Lido
10 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Vincent Michael Bonavia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LidoJul 2022 to now
- Lido Advisors, LLCMay 2022 to now
- Cetera Investment Services LLCMay 2021 to May 2022
- Regions BankDec 2019 to May 2022
- UnemployedAug 2019 to Dec 2019
- Platinum Peak Advisors, LLCJun 2019 to Aug 2019
- UnemployedDec 2018 to Jun 2019
- JP Morgan Chase BankJan 2018 to Dec 2018
- JP Morgan Securities LLCJan 2018 to Dec 2018
- Variable Annuity Life Insurance CompanyJun 2016 to Jan 2018
- Valic Financial Advisors, Inc.Mar 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, GA).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 6520107
- Firm CRD
- 269866