![Ria Bongiovanni, financial advisor Bloomington MN](/img/ws/profile-blank-sq.png)
Ria Bongiovanni
CRD Number: 6591913Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ria Bongiovanni (CRD# 6591913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, MN and has over 7 years of experience in the finance industry.
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CRD# 6665238
U.s. Bancorp Investments, Inc.
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CRD# 6049600
Abens Financial Services Inc.
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CRD# 2773901
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington, MN | Oct 2023 - Current | < 1 |
Bank Of America, N.a. | Bloomington, MN | Oct 2023 - Current | < 1 |
Bank Of America, N.a. | Bloomington, MN | Aug 2016 - Oct 2023 | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington, MN | May 2016 - Oct 2023 | 7 |
Axa Advisors | Richfield, MN | Jan 2016 - Apr 2016 | < 1 |
Unemployed | Marion, IA | Jun 2015 - Dec 2015 | < 1 |
Iowa State Daily Publications | Ames, IA | Oct 2012 - May 2015 | 2 |
Iowa State | Ames, IA | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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