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Darren Andrew Bonson

Advisor at SPC — Murrysville, PA

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Murrysville, PA 15668

SPC logo

SPC

Enterprise

Total advisors

478

Across 263 offices

Clients per advisor

64 Typical

Avg AUM per client

$192,080 Very Low

HNW client ratio

3% Low

About

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Client services

Based on SPC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consultation services

Expertise

Based on SPC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise

Percentage

$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)

Commissions

Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees

Project-based

Up to $300 per hour for financial planning; up to $50 per hour for staff time

Subscriptions

Ongoing consulting services charged as recurring flat fee; capped as noted above

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000

Location

See office

Murrysville, PA

4312 Old William Penn Highway, Suite 100

Murrysville PA 15668

Advisors at this office

2

Most active in

Pennsylvania

Work history

28 years of industry experience

Spc

2018 - Present • 8 years

Ann Arbor, MI

Sigma Financial Corporation

2018 - Present • 8 years

Ann Arbor, MI

Ameriprise Financial Services, Inc.

2018 - 2018 • 1 year

Murrysville, PA

Investment Professionals, Inc

2006 - 2018 • 12 years

San Antonio, TX

Insurance

2005 - Present • 21 years

Murrysville, PA

S&T Bank

2001 - 2018 • 17 years

Indiana, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mark D

Series 65

McKeesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
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Matthew S

Series 63, Series 66

McKeesport, PA

Salcedo Financial Services

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Wealth management Options & derivatives strategies Founder/Business Owner
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Petru D

Series 65

Pittsburgh, PA

Franklin Madison Private Wealth

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Retirement withdrawal strategies Charitable giving & philanthropy
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Paul R

CFP®, Series 65

Monroeville, PA

Rossi Financial Associates, Inc.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Wealth management General estate planning guidance General tax planning
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