Douglas Boneparth has been President of Bone Fide Wealth since December 2016, is a control person of the firm and directly owns 75% or more of it. Douglas Boneparth holds an MBA from NYU Stern School of Business. Douglas Boneparth studied at the University of Florida.
Bone Fide Wealth, LLC is a New York, NY firm with $127M under management, 181 clients and 2 advisers in one office, as of its March 2026 filing.
Douglas Boneparth is Financial Advisor | President of Bone Fide Wealth. He founded the firm in 2016 as a wealth management firm for millennials and young professionals. He is co-author of Money Together (Harriman House, 2025) and The Millennial Money Fix (Career Press, 2017).
Douglas Boneparth’s longest registration was 7 years at Ameriprise Financial Services, Inc. (2005–2012). Before joining Bone Fide Wealth in 2021, Douglas Boneparth was registered through Commonwealth Financial Network and Ameriprise Financial Services, Inc.
- Commonwealth Financial Network– · 2 yearsWestfield, NJ · Adviser representative · Firm CRD 8032
- Ameriprise Financial Services, Inc.– · 7 yearsNew York, NY · Adviser representative · Firm CRD 6363
Professional designations
Listed by Bone Fide Wealth
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Douglas Boneparth is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is Texas, in May 2021.
- New YorkSince 27 April 2021
- TexasSince 5 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 August 2005 |
| Series 7 | General Securities Representative Examination | 9 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Adam Boneparth
- CRD
- 4790408
- Firm
- Bone Fide Wealth · CRD 301066
- Role
- President
- Office
- 7 WORLD TRADE CENTER, 46TH FLOOR, New York, NY 10007
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bonefidewealth.com
Where does Douglas Boneparth work?
Douglas Boneparth has been President of Bone Fide Wealth, LLC since December 2016, and is a control person of the firm.
Is Douglas Boneparth a financial advisor?
Yes. Douglas Boneparth has a current investment-adviser registration in New York and Texas, through Bone Fide Wealth since April 2021.
How many years of experience does Douglas Boneparth have?
Douglas Boneparth has 20 years in the financial industry, since January 2006, across 3 adviser firms.
What exams has Douglas Boneparth passed?
Douglas Boneparth has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited Douglas Boneparth with the SIE, which began in October 2018.
Where did Douglas Boneparth work before Bone Fide Wealth?
Before Bone Fide Wealth, Douglas Boneparth was registered through Commonwealth Financial Network, December 2016 to August 2019; Ameriprise Financial Services, Inc., October 2005 to November 2012.
Where is Douglas Boneparth based?
Douglas Boneparth’s registered office is in New York, NY.
Is Douglas Boneparth registered with FINRA?
No. Douglas Boneparth has no current broker registration.
Is Douglas Boneparth a CFP?
Bone Fide Wealth lists Douglas Boneparth with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Douglas Boneparth, CFP® biography, bonefidewealth.com
How can I verify Douglas Boneparth’s record?
Search CRD 4790408 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Boneparth’s full registration record.