Adviser and broker representative · Rothschild Investment LLC
Bart R. Bonga
CRD 2798234 · Chicago, IL
At a glance
Bart R. Bonga is an investment adviser representative with Rothschild Investment LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bart’s SEC record dates to 2011, about 15 years ago. Bart is also registered as a broker representative.
Current advisory firms
- Rothschild Investment LLCSince January 2011Chicago, IL · $2.8B in regulatory assets
- Rothschild Wealth LLCSince August 2026Brentwood, TN · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Bart’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.