James Bonilla
Coastal Wealth·FORT LAUDERDALE, Florida
Unclaimed Profile
CRD# coastal-jbonillaFirm CRD# 17038401
About
James Bonilla is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with Coastal Wealth. This profile is generated from public SEC and FINRA registration data.
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Focus Areas
Specialties
Specialties will be added during profile enrichment.
Client Types
Client type data will be added during profile enrichment.
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Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services
Portfolio management (individuals)
Selection of other advisers
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Background
Compensation
Compensation details will be added during enrichment.
Regulatory
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Frequently Asked Questions
What services does James Bonilla offer?
James Bonilla is a registered financial advisor in FORT LAUDERDALE, Florida. Contact their office for details on services offered.
What are James Bonilla's credentials?
James Bonilla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bonilla located?
James Bonilla is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How large is Coastal Wealth?
Coastal Wealth has approximately 7 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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