AdvisorOS Directory
Claim Profile
RB

Richard Joseph Bonzagni

MOODY ALDRICH PARTNERS, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
18 SEWALL STREET, MARBLEHEAD, MA 01945CRD# 4328310Firm CRD# 106920
01

About

Richard Joseph Bonzagni is a registered financial advisor based in MARBLEHEAD, Massachusetts, affiliated with MOODY ALDRICH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MOODY ALDRICH PARTNERS, LLC
MOODY ALDRICH PARTNERS, LLC
AUM
$802M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MOODY ALDRICH PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4328310
Firm CRD# 106920
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MARBLEHEAD?

Browse all registered financial advisors in MARBLEHEAD, Massachusetts or claim this profile if it's yours.

Browse MARBLEHEAD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Joseph Bonzagni offer?
Richard Joseph Bonzagni specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are Richard Joseph Bonzagni's credentials?
Richard Joseph Bonzagni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Joseph Bonzagni located?
Richard Joseph Bonzagni is based in MARBLEHEAD, Massachusetts, working with MOODY ALDRICH PARTNERS, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does Richard Joseph Bonzagni charge for services?
Richard Joseph Bonzagni's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOODY ALDRICH PARTNERS, LLC?
MOODY ALDRICH PARTNERS, LLC has approximately 16 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MARBLEHEAD
Robert Charles Barringer — MOODY ALDRICH PARTNERS, LLCScott Michael Spangler — MOODY ALDRICH PARTNERS, LLCJoseph Francis Stowell Iii — HARVEST FUNDS MANAGEMENT, LLCDaniel Brook Wanzenberg — MOODY ALDRICH PARTNERS, LLCAlexander Schweickhardt — LITTLE HARBOR ADVISORS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile