William Bonacci has been an investment adviser representative at CFM Advisors since September 2019, and is not listed among the firm’s executive officers or direct owners. William Bonacci holds an MBA in International Finance from Long Island University and a BBA in Finance from Pace University.
CFM Advisors Inc is a Hauppauge, NY firm with $203M under management, 216 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Bill Bonacci is Director of Investments of CFM Advisors. He is responsible for retirement plan client investment reviews, conducts retirement plan client enrollment and education meetings, and provides one on one investment advice to plan participants. He has worked in the retirement plan consulting and investment advisory business for over 30 years, with positions at Charles Schwab, Sentinel Benefits & Financial Group, MetLife and Transamerica Retirement Services.
William Bonacci’s longest registration was 8 years at Charles Schwab & Co., Inc. (2006–2015). Before joining CFM Advisors in 2019, William Bonacci was registered through Sentinel Pension Advisors Inc and Charles Schwab & Co., Inc.
- Sentinel Pension Advisors Inc– · 2 yearsNew York, NY · Adviser representative · Firm CRD 109901
- Charles Schwab & Co., Inc.– · 8 yearsSmithtown, NY · Adviser representative · Firm CRD 5393
Professional designations
Listed by CFM Advisors
- ARPC
Investment adviser representative registrations
William Bonacci is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 9 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 July 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2361521
- Firm
- CFM Advisors · CRD 111581
- Office
- 1373 VETERANS HIGHWAY, SUITE 10, Hauppauge, NY 11788
- Registration
- Investment adviser registration
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfmadvisorsinc.com
Where does William Bonacci work?
William Bonacci is an investment adviser representative registered through CFM Advisors Inc since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is William Bonacci a financial advisor?
Yes. William Bonacci has a current investment-adviser registration in New York, through CFM Advisors since September 2019.
How many years of experience does William Bonacci have?
William Bonacci has 29 years in the financial industry, since January 1997, across 3 adviser firms.
What exams has William Bonacci passed?
William Bonacci has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 1993. FINRA credited William Bonacci with the SIE, which began in October 2018.
Where did William Bonacci work before CFM Advisors?
Before CFM Advisors, William Bonacci was registered through Sentinel Pension Advisors Inc, April 2015 to September 2017; Charles Schwab & Co., Inc., December 2006 to February 2015.
Where is William Bonacci based?
William Bonacci’s registered office is in Hauppauge, NY.
Is William Bonacci registered with FINRA?
No. William Bonacci has no current broker registration.
How can I verify William Bonacci’s record?
Search CRD 2361521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Bonacci’s full registration record.
