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RIA / WealthAdvisor14 years in industry

NICHOLAS ANTHONY FONTANELLA

Advisor at BISON WEALTH, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:89c27d20-1a48-da8e-1a54-9d08d4ba8bd8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BISON WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Mar 28, 2019
First registration: Mar 28, 2019
Dual registered: no
IAPD individual key: 7049092

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BISON WEALTH, LLC	Independent wealth	Feb 13, 2026	n/a	yes	ATLANTA, GA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 13, 2022	Sep 7, 2023	no	Atlanta, GA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 13, 2022	Oct 14, 2022	no	Atlanta, GA\|Sandy Springs, GA\|Sandy Springs, GA\|OMAHA, NE	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 7, 2019	Jul 26, 2025	no	Fort Worth, TX\|Westlake, TX\|Atlanta, GA\|Atlanta, GA\|Sandy Springs, GA\|Sandy Springs, GA\|Atlanta, GA	Previous registration
FISHER INVESTMENTS	Independent wealth	Mar 28, 2019	Jun 28, 2019	no	PLANO, TX\|PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Jul 26, 2025	Jun 13, 2022	-1,139	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	BISON WEALTH, LLC	Sep 7, 2023	Feb 13, 2026	890	Firm change after gap	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Jun 13, 2022	-123	Bulk transfer	Other
FISHER INVESTMENTS	CHARLES SCHWAB & CO., INC.	Jun 28, 2019	Oct 7, 2019	101	Firm change	RIA to ibd

Relationships

Registered with (5)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 7, 2019 to Jul 26, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 13, 2022 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 13, 2022 to Oct 14, 2022factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Mar 28, 2019 to Jun 28, 2019factForm ADV

Dated events

Occurred
Jul 26, 2025
Advisor changed firm
Nicholas Anthony Fontanella left Charles Schwab & Co., Inc. for Td Ameritrade, Inc. (registered 2022-06-13)
Form ADVobserved 5 days ago
Occurred
Sep 7, 2023
Advisor changed firm
Nicholas Anthony Fontanella left Td Ameritrade Investment Management, Llc for Bison Wealth, Llc (registered 2026-02-13)
Form ADVobserved 5 days ago