Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
28yrs
William Bonacci
Financial advisor at CFM Advisors
Based in Hauppauge, New York, William Bonacci is a fiduciary financial advisor with 28 years of industry experience. William has been with CFM Advisors since 2021; before that, William spent two years at Sentinel Pension Advisors, LLC. and eight years at Charles Schwab & CO.. CFM Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office1373 Veterans Highway Suite 10, Hauppauge, NY 11788
FirmCFM Advisors
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$940,052
Advisors at the firm5
States licensed ?1 state
Services through CFM Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCFM Advisors Inc.Current firm
- 2015 – 2017Sentinel Pension Advisors, LLC.Previously
- 2006 – 2015Charles Schwab & CO., Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (631) 249-0500 or the CFM Advisors main office at (631) 657-2135, and ask for William Bonacci.
How long has William been a financial advisor?
William has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
CFM Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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