Robert M. Bonacorsi

BONACORSI WEALTH MANAGEMENT

Amherst, NH 03031

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CRD#: 2201011

Professional summary

Robert Michael Bonacorsi, CFP® is a registered financial advisor currently at BONACORSI WEALTH MANAGEMENT located in Amherst, New Hampshire.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Divorce Planning

Business Succession Planning

Investment Planning

Retirement Planning

Estate Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) 03/14/2008: Book Name-Retirement Readiness - Author - Not Investment Related - At Reported Business Location(s) - 10% Time Spent - Author, write and public speaker at this time there is no business form. Books to be distributed through bookstores via contracted distributor and sold through online sales. (2) 03/14/2008: Mike Bonacorsi CFP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 5/3/2018 - MIKE BONACORSI LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 01/28/2015 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Mike Bonacorsi, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Bonacorsi's 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

August 23, 2010 - Present

BONACORSI WEALTH MANAGEMENT

Office #1: 5 Overlook Drive #3, Amherst, NH 03031

RIA

CRD#: 152568

Amherst, NH

Past

May 23, 2008 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

AMHERST, NH

Past

May 23, 2008 - March 3, 2020

LPL FINANCIAL LLC

CRD#: 6413

AMHERST, NH

Past

January 1, 2005 - May 27, 2008

BANCNORTH INVESTMENT GROUP, INC.

CRD#: 31299

MILFORD, NH

Past

December 31, 2001 - May 27, 2008

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

MILFORD, NH

Past

June 6, 2001 - January 1, 2005

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

June 10, 1998 - June 6, 2001

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

Past

September 12, 1997 - June 2, 1998

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

July 1, 1996 - August 21, 1997

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

August 4, 1994 - July 23, 1996

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

September 2, 1993 - August 5, 1994

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

January 17, 1992 - July 27, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

January 17, 1992 - July 27, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(4/1/2019)

IAR

New Hampshire
(8/23/2010)

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: 12/24/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/9/1996

General Securities Principal Examination

Current Firm

BONACORSI WEALTH MANAGEMENT

BONACORSI WEALTH MANAGEMENT | MIKE BONACORSI LLC

CRD#: 152568 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/1/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (8/23/2010 Approved)

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Contact information

Main Address

5 Overlook Drive #3, Amherst, NH 03031

Mailing Address

Phone number

(603) 769-3111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 64,290,803

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Robert M. Bonacorsi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Bonacorsi's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANCNORTH INVESTMENT GROUP, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

COMPULIFE INVESTOR SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

INVEST FINANCIAL CORPORATION

IFMG SECURITIES, INC.

INVESTORS CAPITAL CORP.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/1996

Series 63

Date: 1/16/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/18/1995

Series 6

Date: 1/16/1992

Series 24

Date: 1/9/1996

Current Firm

BONACORSI WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONACORSI WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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