Nicholas Anthony Fontanella
Investment adviser representative at Bison Wealth, LLC
14 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bison Wealth, LLCJan 2026 to now
- UnemployedAug 2025 to Dec 2025
- TD Ameritrade, Inc.Jun 2022 to May 2024
- TD Ameritrade Investment Management, LLC.Jun 2022 to Sep 2023
- Charles Schwab Bank SsbOct 2021 to Jul 2025
- Charles Schwab Bank SsbFeb 2021 to Mar 2021
- Charles Schwab & Co., Inc.Jun 2019 to Jul 2025
- Fisher InvestmentsSep 2018 to May 2019
- PappasitosFeb 2018 to Jul 2018
- Kennesaw State UniversityAug 2012 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 7049092
- Firm CRD
- 299805