Louis Carl Bonasera

Current Employers

Employment History

• 01/2008 → 01/2026
  The Financial Advisors, Llc
  Newburyport, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Newburyport, MA

Previous Registrations

• 2008-07-10 → 2026-03-12
  The Financial Advisors, Llc
  Newburyport, MA
  Andover, MA
  Newburyport, MA
  Newburyport, MA
• 2007-01-26 → 2008-03-14
  The Financial Advisors Llc
  Newburyport, MA

Other Businesses

(1) The Bonasera Family Realty Trust; Not-investment related; Topsfield, MA; Nature of business: Residential Rental Property; Position/ Title: Trustee & Property Manager; Start date: 08/19/2022; 2.5 hours per month devoted to this business, 0 during trading hours; Duties: Property management, rent collection, administrative duties and financial reporting. (2) Topsfield Community Partnership, Inc.; Not-investment related; Address: 31 South Main Street, Topsfield, MA 01983; Nature of the business: A 501(c)(3) non-profit organization to promote, support and assist in The Town of Topsfield's revitalization and beautification projects. ; Position/Title: Secretary and Board of Director; Start date: 11/26/2019; 0.5 HRS/MO devoted to OBA, 0 HRS/MO during trading hours. Duties: Serve as secretary and board of directors and prepare Form 990-EZ and Massachusetts Attorney General's public charities annual filing. ; (3) Board of Trustees Institution For Savings; Not-investment related; Address: 93 State Street, Newburyport, MA 01950; Nature of the business: Board of Trustees at Institution For Savings; Position/ Title: Board of Trustees Member; Start Date: 07/14/2026; 5.5 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Responsible for overseeing the bank's business and affairs, acting in the best interest of the depositors and guiding the bank's strategic direction. Serve on the bank's audit committee and asset and liability committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-31
• S63 Uniform Securities Agent State Law Examination
  2004-09-27

Designations