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Philip Bonelli

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Philadelphia, PA

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-09
  • PA RA
    APPROVED
    Since 2026-07-09

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

2929 Walnut Street, Philadelphia, PA 19104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mycio Wealth Partners, Llc Philadelphia PA 09/2007 07/2026
Clearstead Philadelphia PA 07/2026 Present
Previous Registrations
  • 2007-09-20 → 2026-07-21
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 2005-07-01 → 2007-09-04
    Pricewaterhousecoopers Investment Advisers Llc
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-29
  • S66 Uniform Combined State Law Examination
    2000-11-29
Other Names
  • Phil J Bonelli
  • Philip J Bonelli
  • Philip Jonathan Bonelli

View on SEC IAPD

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FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
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VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
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W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
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AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
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