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Robert Bonich

LPL Enterprise, LLC

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About Robert Bonich

Robert Bonich is a financial advisor with LPL Enterprise, LLC in Melville, NY. Robert has been in the financial services industry since 1987. Robert has been with LPL Enterprise, LLC since November 2024. Previously, Robert worked with Park Avenue Securities LLC, AXA Advisors, LLC, Northeast Securities, Inc., Guardian Investor Services Corporation, Benjamin Securities, Inc., Robert W. Baird & Co. Incorporated, NML Equity Services, Inc., and W. S. Griffith & Co., Inc.. Robert holds the Series 6, Series 63, and SIE securities licenses. Robert also holds a State of New York Investment Advisor license.

Firm Information

Robert Bonich is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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Robert Bonich’s Registration & Firm History

NY

11/14/2024 - Present

LPL Enterprise, LLC (MELVILLE NY)

NY

03/21/2011 - 08/20/2015

PARK AVENUE SECURITIES LLC (WESTBURY NY)

NY

10/03/2008 - 10/21/2010

AXA ADVISORS, LLC (PLAINVIEW NY)

FL

05/07/1991 - 10/06/2008

NORTHEAST SECURITIES, INC. (HERNANDO BEACH FL)

NY

06/21/1989 - 04/03/1991

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

FL

12/09/1988 - 07/17/1989

BENJAMIN SECURITIES, INC. (PENSACOLA FL)

NA

12/04/1986 - 02/02/1988

ROBERT W. BAIRD & CO. INCORPORATED

NA

03/24/1987 - 01/28/1988

NML EQUITY SERVICES, INC.

NA

11/21/1985 - 01/19/1987

W. S. GRIFFITH & CO., INC.

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Licenses & Designations

BC

Issued 03/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Bonich. Review regulatory record here.
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