Unclaimed Profile

Dawn May Bond

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC·ORLANDO, Florida

SIE, Series 7, Series 24, Series 63, Series 65Clean record6 years registeredBLACKTOWER FINANCIAL MANAGEMENT (US) LLC

4700 MILLENIA BOULEVARD, ORLANDO, FL 32839CRD# 2314167Firm CRD# 289142

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dawn May Bond · ORLANDO, FL

Registration

CRD #2314167 · BLACKTOWER FINANCIAL MANAGEMENT (US) LLC · 6 years registered

Brand Profile

Not yet started

Career History

AMERITY WEALTH MANAGEMENT, LLC

Oct 2022 – present

BEACON GLOBAL ADVISOR NETWORK, LLC

Oct 2019 – May 2023

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 21, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

CRD 289142 · SEC 801-111088

AUM

$183M

Regulatory assets under management

Employees

317 client accounts

Services offered by BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC →

Introduction

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Frequently Asked Questions

What services does Dawn May Bond offer?

Dawn May Bond specializes in Financial Planning, Investment Management. Contact their office in ORLANDO, Florida for a consultation.

What are Dawn May Bond's credentials?

Dawn May Bond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn May Bond located?

Dawn May Bond is based in ORLANDO, Florida, working with BLACKTOWER FINANCIAL MANAGEMENT (US) LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Dawn May Bond charge for services?

Dawn May Bond's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACKTOWER FINANCIAL MANAGEMENT (US) LLC?

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC has approximately 31 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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