Philip B. Boncaldo

COMPASS CAPITAL

QUINCY, MA 02170

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CRD#: 2087265

Professional summary

Philip Bart Boncaldo, who also goes by Phil Boncaldo, is a registered financial advisor currently at COMPASS CAPITAL CORPORATION located in Quincy, Massachusetts.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Philip has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil Boncaldo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Bart Boncaldo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 2001 - Present

COMPASS CAPITAL CORPORATION

Office #1: 72 Beale Street, Quincy, MA 02170

RIA

CRD#: 112323

QUINCY, MA

Past

August 14, 2000 - December 31, 2006

COMPASS SECURITIES CORPORATION

CRD#: 16168

QUINCY, MA

Past

June 27, 1994 - August 18, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 16, 1991 - July 5, 1994

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

September 20, 1990 - January 3, 1992

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 20, 1990 - January 3, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPASS CAPITAL CORPORATION

CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA

Registered Investment Advisory firm - (7/31/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/1/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/4/1994

General Securities Principal Examination

Current Firm

COMPASS CAPITAL CORPORATION

CHADWICK & ROTHENBERG GROUP LLC | STRATEGIC PLANNING INC | LICCIARDELLO FINANCIAL SERVICES | COMPASS CAPITAL CORPORATION

CRD#: 112323 / SEC#: 801-21957

RIA

Registered Investment Advisory firm - (7/31/1984 Approved)

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Contact information

Main Address

50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734

Mailing Address

Phone number

(781) 535-6083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPASS CAPITAL FORM ADV 2 BROCHURE DATED 063025 (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,371
AUM (Assets Under Management)	$ 663,564,349

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Philip B. Boncaldo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Bart Boncaldo's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS SECURITIES CORPORATION

LPL FINANCIAL LLC

INVESTACORP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COMPASS CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/1995

Series 63

Date: 9/26/1990

Series 7

Date: 9/19/1990

Series 24

Date: 5/4/1994

Current Firm

COMPASS CAPITAL CORPORATION

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPASS CAPITAL CORPORATION

TRUST BUT VERIFY

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