AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Joseph Anthony Bonanno

HBW ADVISORY SERVICES LLC·SIMI VALLEY, California
Series 7, Series 28, Series 63, Series 65Clean record18 years registeredHBW ADVISORY SERVICES LLC
2655 1ST STREET, SIMI VALLEY, CA 93065CRD# 1907829Firm CRD# 143665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Anthony Bonanno · SIMI VALLEY, CA
Registration
CRD #1907829 · HBW ADVISORY SERVICES LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

HBW ADVISORY SERVICES LLC
Dec 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 28
Series 63
Series 65
Registration record
First registered · December 11, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HBW ADVISORY SERVICES LLC
CRD 143665 · SEC 801-77333
AUM
$1.5B
Regulatory assets under management
Employees
67
13,885 client accounts
Services offered by HBW ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HBW ADVISORY SERVICES LLC →
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SIMI VALLEY?

Browse all registered financial advisors in SIMI VALLEY, California or claim this profile if it's yours.

Browse SIMI VALLEY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Anthony Bonanno offer?
Joseph Anthony Bonanno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMI VALLEY, California for a consultation.
What are Joseph Anthony Bonanno's credentials?
Joseph Anthony Bonanno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Anthony Bonanno located?
Joseph Anthony Bonanno is based in SIMI VALLEY, California, working with HBW ADVISORY SERVICES LLC. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.
How does Joseph Anthony Bonanno charge for services?
Joseph Anthony Bonanno's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HBW ADVISORY SERVICES LLC?
HBW ADVISORY SERVICES LLC has approximately 67 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HBW ADVISORY SERVICES LLC

Todd Arthur Penrod
SIMI VALLEY, CA
Barnett David Hellenbrand
SIMI VALLEY, CA

More Advisors in SIMI VALLEY, California

Steven T Wilkinson
3(38) INVESTMENT FIDUCIARIES INC.·SIMI VALLEY, CA
Michael Fine
MONARCH PLAN ADVISORS·SIMI VALLEY, CA
CFP
Patrick Thomas Bolger
BOLGER, PATRICK·SIMI VALLEY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile