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Gregory John Bonzagni

Investment Adviser Representative at BEACON CAPITAL MANAGEMENT, INC.

Dayton, OHCRD #2790251Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IowaMassachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/25/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 11/27/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/19/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/21/1996
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 5/22/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0–$499,999.990.55%
$500,000–$999,999.990.35%
$1,000,000+0.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON CAPITAL MANAGEMENT, INC.Current
2/4/2022Dayton, OH
SAMMONS FINANCIAL NETWORK, LLCCurrent
1/30/2012Norwell, MA
SPC
10/3/201311/3/2021West Des Moines, IA
PRINCIPAL GLOBAL INVESTORS
6/14/201110/20/2011Norwell, MA
DIRECTED SERVICES LLC
11/26/200912/15/2010Scottsdale, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory John Bonzagni has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Gregory John Bonzagni - Financial Advisor in Dayton, OH | AdvisorFinder