Robert Michael Bonacorsi

Employer firm

Bonacorsi Wealth Management CRD 152568

$73.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  Lpl Financial Llc
  Amherst, NH
• 08/2010 → Present
  Mike Bonacorsi Llc
  Amherst, NH

Previous Registrations

• 2008-05-23 → 2016-09-08
  Lpl Financial Llc
  Amherst, NH
  San Diego, CA
  Amherst, NH
• 2001-12-31 → 2008-05-27
  Cetera Investment Services Llc
  Milford, NH

Other Businesses

(1) 03/14/2008: Book Name-Retirement Readiness - Author - Not Investment Related - At Reported Business Location(s) - 10% Time Spent - Author, write and public speaker at this time there is no business form. Books to be distributed through bookstores via contracted distributor and sold through online sales. (2) 03/14/2008: Mike Bonacorsi CFP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 5/3/2018 - MIKE BONACORSI LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 01/28/2015 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Mike Bonacorsi, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-24
• S63 Uniform Securities Agent State Law Examination
  1992-01-16

Designations

• Certified Financial Planner