Joseph Francis Bonasera | Financial Professional | Wilmington, Massachusetts | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Joseph Francis Bonasera is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Wilmington, Massachusetts and HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Joseph has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 1 exams.

Question & Answer

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) 11/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - Investment Related - Wilmington, MA 01891 2) 11/2017 - Outside/W-2 Employment - HUB International - Not Investment Related - Wilmington, MA 01891 3) 11/2021 - Non-Variable Insurance - HUB Retirement and Wealth Management - Investment Related - Wilmington, MA 01891 4) Pension administration and actuarial services 5) Treasurer of Ocean Isle Condo Association

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Bonasera'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

November 17, 2021 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 300 Ballardvale Street, Wilmington, MA 01887

RIA

CRD#: 172011

Wilmington, MA

Current

November 9, 2020 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114

BD

CRD#: 150252

Kansas City, MO

Current

November 10, 2021 - Present

LPL FINANCIAL LLC

Office #1: 300 Ballardvale St, Wilmington, MA 01887

RIA

BD

CRD#: 6413

Wilmington, MA

Past

February 25, 2014 - November 10, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Wilmington, MA

Past

August 31, 2011 - November 10, 2021

COMMONWEALTH FINANCIAL NETWORK

BD

CRD#: 8032

Wilmington, MA

Past

February 24, 2000 - September 7, 2011

OGILVIE SECURITY ADVISORS CORPORATION

BD

CRD#: 10105

BURLINGTON, MA

Past

February 22, 1996 - March 6, 2000

H.C.WAINWRIGHT & CO., LLC

BD

CRD#: 375

NEW YORK, NY

Past

September 16, 1974 - December 31, 1995

VERAVEST INVESTMENTS, INC.

BD

CRD#: 3960

WORCESTER, MA

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".

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

California
(11/10/2021)

RR

Connecticut
(11/10/2021)

RR

Delaware
(11/10/2021)

RR

District of Columbia
(11/10/2021)

RR

Florida
(11/10/2021)

RR

Georgia
(11/10/2021)

RR

Illinois
(11/10/2021)

RR

Maine
(11/10/2021)

RR

Massachusetts
(11/10/2021)

IAR

Massachusetts
(11/17/2021)

RR

Missouri
(11/10/2021)

IAR

Missouri
(11/18/2021)

RR

New Hampshire
(11/10/2021)

RR

New Jersey
(11/10/2021)

RR

New York
(11/10/2021)

RR

North Carolina
(11/10/2021)

RR

Ohio
(11/12/2021)

RR

Pennsylvania
(11/10/2021)

RR

Rhode Island
(11/10/2021)

RR

Vermont
(11/10/2021)

RR

Virginia
(11/10/2021)

RR

Washington
(11/10/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 1/30/2014

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 10/18/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 1

Date: 9/7/1974

Registered Representative Examination

SRO Registrations

RR

FINRA

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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Contact information

Main Address

4340 Redwood Highway Suite B-60, San Rafael, CA 94903

Mailing Address

Phone number

(415) 526-2753

Established

Firm type

Fiscal year end

# of Employees

448

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2025)

GLOBAL RETIREMENT PARTNERS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	30,235
AUM (Assets Under Management)	$ 143,416,430,435

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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Advisor Monitoring

Firm Stability Insights

Joseph F. Bonasera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Bonasera's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INTERNATIONAL INVESTMENT SERVICES INC.

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

OGILVIE SECURITY ADVISORS CORPORATION

H.C.WAINWRIGHT & CO., LLC

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2014

Series 63

Date: 10/18/1993

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 9/7/1974

FINRA

Current Firm

GLOBAL RETIREMENT PARTNERS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL RETIREMENT PARTNERS LLC

TRUST BUT VERIFY

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