Michael Bonevento

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/1994 → 02/2019
  Ameriprise Financial Services, Inc.
  Red Bank, NJ
• 02/2019 → Present
  Lpl Financial Llc
  Naples, FL

Previous Registrations

• 2002-07-29 → 2019-03-08
  Ameriprise Financial Services, Llc
  Brielle, NJ
  Clark, NJ
  Wall, NJ
  Wall Township, NJ

Other Businesses

1)01/04/2019 - Intellectual Capital Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2011 - 160 hr/mth 2)01/14/2019 - Saverino & Assoc. CPA - Other - Referral - inv rel - Wall Township, NJ - start: 05/2017 - 1 hr/mth 3)01/07/2019 - Real Estate Rental - inv rel - Loop Brick, NJ - start: 01/2015 - 1 hr/mth 4)01/07/2019 - Real Estate Rental - inv rel - Asbury Park, NJ - start: 06/2016 - 1 hr/mth. 5) 4/3/2020 - ICG next - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 6) 12/23/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 7) 12/29/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/23/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 8) 09/09/2021 - ICG next - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9) 10/5/2021 - Intellectual Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner / Partner - Started 09/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Duties are limited to collaboration and organizational strategy. 10) 05/30/2023 - Unum - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/04/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant