Dominic J. Bonaccorsi

LANGE FINANCIAL GROUP

Pittsburgh, PA 15217

Some features on this profile are disabled

CRD#: 7383458

Professional summary

Dominic John Bonaccorsi is a registered financial advisor currently at LANGE FINANCIAL GROUP, LLC located in Pittsburgh, Pennsylvania.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dominic has worked at 1 firm .

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.

Bonaccorsi Tax and Accounting Service, Pittsburg, PA- Sole Proprietor, tax preparation, not investment related. He spends apprx 6-8 a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic John Bonaccorsi'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®

None

Experience

Current

November 19, 2021 - Present

LANGE FINANCIAL GROUP, LLC

Office #1: 2200 Murray Avenue, Pittsburgh, PA 15217

RIA

CRD#: 118684

Pittsburgh, PA

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

Pennsylvania
(11/19/2021)

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.

Exams

Current Firm

LANGE FINANCIAL GROUP, LLC

CRD#: 118684 / SEC#:

Arizona

Registered Investment Advisory firm - (2/3/2021 Approved)

Florida

Registered Investment Advisory firm - (9/13/2022 Approved)

New York

Registered Investment Advisory firm - (6/15/2006 Approved)

Ohio

Registered Investment Advisory firm - (8/25/2005 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/17/2002 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

Virginia

Registered Investment Advisory firm - (1/9/2006 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

2200 Murray Avenue, Pittsburgh, PA 15217

Mailing Address

Phone number

(412) 521-2732

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.