Kevin Bonacci

RIVERVIEW CAPITAL ADVISERS LLC

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 6085257

Professional summary

Kevin Bonacci, who also goes by Kevin James Bonacci, is a registered financial advisor currently at RIVERVIEW CAPITAL ADVISERS LLC located in Boston, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin James Bonacci

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.

Volunteer climbing Instructor; not investment; 10 City Square, Boston MA 02129; volunteer through Appalachian Mountain Club; Volunteer; 01/01/2020-present; 4 hours/month(0 during securities market hours); Assist certified climbing instructors teach adult rock climbing courses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bonacci'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

May 2, 2023 - Present

RIVERVIEW CAPITAL ADVISERS LLC

Office #1: 265 Franklin Street Suite 403, Boston, MA 02110

RIA

CRD#: 140377

BOSTON, MA

Past

October 6, 2020 - March 16, 2023

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Charlestown, MA

Past

July 24, 2020 - March 16, 2023

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Charlestown, MA

Past

July 13, 2018 - February 24, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 26, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

March 5, 2014 - April 13, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SHREWSBURY, MA

Past

October 4, 2013 - February 20, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, 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".

RIVERVIEW CAPITAL ADVISERS LLC

AH ADVISERS | RIVERVIEW CAPITAL ADVISERS LLC | ANDREWHUNTER ADVISERS

CRD#: 140377 / SEC#: 801-66623

RIA

Registered Investment Advisory firm - (5/3/2006 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
(5/2/2023)

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 66

Date: 2/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2013

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: 10/4/2013

General Securities Representative Examination

Current Firm

RIVERVIEW CAPITAL ADVISERS LLC

AH ADVISERS | RIVERVIEW CAPITAL ADVISERS LLC | ANDREWHUNTER ADVISERS

CRD#: 140377 / SEC#: 801-66623

RIA

Registered Investment Advisory firm - (5/3/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

265 Franklin Street Suite 403, Boston, MA 02110

Mailing Address

Phone number

(617) 423-0080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AHA PART 2A (3/31/2025)

RCA PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	599
AUM (Assets Under Management)	$ 618,836,046

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kevin Bonacci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bonacci's CRS (Customer Relationship Summary).

Certified licenses

Experience

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

RIVERVIEW CAPITAL ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2014

Series 63

Date: 10/11/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2013

Current Firm

RIVERVIEW CAPITAL ADVISERS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERVIEW CAPITAL ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors