Kevin
Bonacci
Riverview Capital Advisers LLC
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About this Advisor
Kevin Bonacci is a financial advisor based in Boston, Massachusetts, working with Riverview Capital Advisers LLC. Kevin has previously held positions at Fidelity Investments, Fidelity Personal And Workplace, The O.N. Equity Sales Company, Ohio National Insurance Company, and Riverview Capital Advisers LLC. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Kevin is part of Riverview Capital Advisers LLC, which operates out of Boston, Massachusetts. The firm has 7 employees and manages assets totaling $527.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Riverview Capital Advisers LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
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Riverview Capital Advisers LLC Brokerage Details
$527,473,748
7
542
$973,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kevin Bonacci Work History
Riverview Capital Advisers LLC
The O.N. Equity Sales Company
Ohio National Insurance Company
Fidelity Personal And Workplace
Fidelity Investments
Disclosures
Please visit the SEC profile of Kevin Bonacci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Riverview Capital Advisers LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
