Philip J. Bonelli
Professional summary
Philip Jonathan Bonelli, AIF®, who also goes by Phil J Bonelli, Philip J Bonelli, is a registered financial advisor currently at MYCIO WEALTH PARTNERS, LLC located in Philadelphia, Pennsylvania.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Philip has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Jonathan Bonelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2007 - Present
MYCIO WEALTH PARTNERS, LLC
Office #1: 2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172July 1, 2005 - September 4, 2007
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC
October 3, 2001 - March 21, 2005
SEI INVESTMENTS DISTRIBUTION CO.
November 8, 2000 - April 3, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MYCIO WEALTH PARTNERS, LLC
CRD#: 134436 / SEC#: 801-64053
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/20/2007)
Exams
Current Firm
MYCIO WEALTH PARTNERS, LLC
CRD#: 134436 / SEC#: 801-64053
Contact information
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,011 |
| AUM (Assets Under Management) | $ 14,415,669,677 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/18/2025 | ||
| 12/20/2023 | ||
| 10/28/2022 |
Red Flags
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