Unclaimed Profile

Thomas Vincent Bonvissuto

THE FINANCIAL CONSULATE, INC·HUNT VALLEY, Maryland

Series 2, Series 65Clean record30 years registeredTHE FINANCIAL CONSULATE, INC

201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 2656688Firm CRD# 106898

Profile Verification

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

Identity

Thomas Vincent Bonvissuto · HUNT VALLEY, MD

Registration

CRD #2656688 · THE FINANCIAL CONSULATE, INC · 30 years registered

Brand Profile

Not yet started

Career History

INTERO FINANCIAL PLANNING, LLC

Aug 2019 – present

FINANCIAL CONSULATE

Oct 2013 – Jan 2019

HUNT VALLEY, MD

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Mar 1996 – Jan 2014

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · March 26, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL CONSULATE, INC

CRD 106898 · SEC 801-18829

AUM

$782M

Regulatory assets under management

Employees

3,093 client accounts

Services offered by THE FINANCIAL CONSULATE, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE FINANCIAL CONSULATE, INC →

Introduction

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Frequently Asked Questions

What services does Thomas Vincent Bonvissuto offer?

Thomas Vincent Bonvissuto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Thomas Vincent Bonvissuto's credentials?

Thomas Vincent Bonvissuto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Vincent Bonvissuto located?

Thomas Vincent Bonvissuto is based in HUNT VALLEY, Maryland, working with THE FINANCIAL CONSULATE, INC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Thomas Vincent Bonvissuto charge for services?

Thomas Vincent Bonvissuto'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 THE FINANCIAL CONSULATE, INC?

THE FINANCIAL CONSULATE, INC has approximately 23 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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