Unclaimed Profile

Bonnie Chen

HEPWORTH EQUITY PARTNERS, LLC·WOLFEBORO, New Hampshire

Series 7, Series 31, Series 63, Series 6514 years registeredHEPWORTH EQUITY PARTNERS, LLC

39 HARBOR WAY, NO.18, WOLFEBORO, NH 03894CRD# 2394247Firm CRD# 145774

Profile Verification

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

Identity

Bonnie Chen · WOLFEBORO, NH

Registration

CRD #2394247 · HEPWORTH EQUITY PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

HEPWORTH EQUITY PARTNERS, LLC

Apr 2012 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 23, 2012

Years registered · 14

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HEPWORTH EQUITY PARTNERS, LLC

CRD 145774 · SEC 801-131607

AUM

$120M

Regulatory assets under management

Employees

406 client accounts

Services offered by HEPWORTH EQUITY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HEPWORTH EQUITY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bonnie Chen offer?

Bonnie Chen specializes in Investment Management, Fee-Only Advisory. Contact their office in WOLFEBORO, New Hampshire for a consultation.

What are Bonnie Chen's credentials?

Bonnie Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Chen located?

Bonnie Chen is based in WOLFEBORO, New Hampshire, working with HEPWORTH EQUITY PARTNERS, LLC. Their office serves clients in the WOLFEBORO metropolitan area and surrounding communities.

How does Bonnie Chen charge for services?

Bonnie Chen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEPWORTH EQUITY PARTNERS, LLC?

HEPWORTH EQUITY PARTNERS, LLC has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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