Louis
Bonasera

The Financial Advisors, LLC

CRD#4606122
Investment Advisor
in Andover, MA

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About this Advisor

Louis Bonasera is a financial advisor based in Andover, Massachusetts, working with The Financial Advisors, LLC. Louis has previously held positions at The Financial Advisors, LLC and Lincoln Financial Securities Corporation. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Louis is part of The Financial Advisors, LLC, which operates out of Andover, Massachusetts. The firm has 2 offices and 13 employees. The firm manages assets totaling $981.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at The Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 Essex Street
Andover, MA 01810

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The Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$981,135,403

MA Average: $16,012,751,954
Total Number of Employees

13

MA Average: 118
Total Number of Accounts

2,185

MA Average: 4,567
Average Account Size

$449,032

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Louis Bonasera Work History

2008 - Present (16 years)

The Financial Advisors, LLC

2008 - 2016 (8 years)

Lincoln Financial Securities Corporation

Disclosures

Please visit the SEC profile of Louis Bonasera 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 The Financial Advisors, LLC

Lucas Deslauriers
Andover, MA
Dianne Brand
Andover, MA
Kevin Henderson
Andover, MA
Louis Bonasera
Andover, MA
Michael Dempsey
Andover, MA
Robert Miller
Andover, MA
Michael Kumph
Andover, 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.

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