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Philip Jonathan Bonelli

Mycio Wealth Partners, LLC

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About Philip Jonathan Bonelli

Philip Bonelli is a financial advisor at Mycio Wealth Partners, LLC with over 20 years of experience in the industry. Philip is registered with the state of Pennsylvania. He has a Series 7 and Series 66 license. Philip is a highly experienced advisor with a proven track record of success. He is committed to providing personalized financial advice to his clients. Philip specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Philip Bonelli is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Bonelli’s Registration & Firm History

PA

09/20/2007 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

PA

10/03/2001 - 03/21/2005

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

NY

11/08/2000 - 04/03/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Jonathan Bonelli.
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