Mary Bonfini has held the title Member at Steven G. Blum and Associates since January 2004, is not listed as a control person, but directly owns between 5% and 10% of the firm. Mary Bonfini holds a Bachelor of Science in Accounting from St. Joseph's University and an MBA from Villanova University.
Steven G. Blum and Associates, LLC is a Swarthmore, PA firm with $180M under management, 70 clients and 2 advisers in one office, as of its March 2026 filing.
Mary Bonfini is a member of Steven G. Blum and Associates, LLC. She previously worked in financial services as a Vice President on complex financial transactions and securitizations, and spent several years as a Senior Auditor with a large accounting firm. She has been with the firm for several years and works closely with many of its clients.
Mary Bonfini’s longest registration is the current one, 15 years at Steven G. Blum and Associates since 2011.
- Three Pillars Wealth Management, LLC– · 2 yearsSwarthmore, PA · Adviser representative · Firm CRD 158365
- – present · 15 yearsSwarthmore, PA · Adviser representative · Firm CRD 130807
Professional designations
Listed by Steven G. Blum and Associates
- Certified Public Accountant
Investment adviser representative registrations
Mary Bonfini is registered as an investment adviser representative in Pennsylvania, since January 2011.
- PennsylvaniaSince 3 January 2011
Examinations
No examinations are on Mary Bonfini’s record.
- Full name
- Mary Quinn Bonfini
- CRD
- 4770170
- Firm
- Steven G. Blum and Associates · CRD 130807
- Role
- Member
- Office
- 801 YALE AVENUE, Swarthmore, PA 19081
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stevengblum.com
Where does Mary Bonfini work?
Mary Bonfini has held the title Member at Steven G. Blum and Associates, LLC since January 2004.
Is Mary Bonfini a financial advisor?
Yes. Mary Bonfini has a current investment-adviser registration in Pennsylvania, through Steven G. Blum and Associates since January 2011.
How many years of experience does Mary Bonfini have?
Mary Bonfini has 15 years in the financial industry, since January 2011, across 2 adviser firms.
Where is Mary Bonfini based?
Mary Bonfini’s registered office is in Swarthmore, PA.
Is Mary Bonfini registered with FINRA?
No. Mary Bonfini has no current broker registration.
How can I verify Mary Bonfini’s record?
Search CRD 4770170 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Bonfini’s full registration record.
