Investment adviser representative · Pension Maxima Investment Advisory, Inc.
Bonnie Yam
CRD 4465731 · Arcadia, CA
At a glance
Bonnie Yam is an investment adviser representative with Pension Maxima Investment Advisory, Inc. in Arcadia, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bonnie’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst.
Current advisory firm
- Pension Maxima Investment Advisory, Inc.Since August 2021Arcadia, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bonnie’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
- 1 firmLocked
- 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.
More at Pension Maxima Investment Advisory, Inc.
- Kai Leung CheungSan Jose · Chartered Financial Analyst
- Peter K. YamWhite Plains
Every advisor at Pension Maxima Investment Advisory, Inc. →Financial advisors in Arcadia, CA →Advisor Moves: who changed firms this week →