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Richard Joseph Bonzagni

MOODY ALDRICH PARTNERS, LLC·MARBLEHEAD, Massachusetts
SIE, Series 6, Series 7, Series 7TO, Series 63Clean recordMOODY ALDRICH PARTNERS, LLC
18 SEWALL STREET, MARBLEHEAD, MA 01945CRD# 4328310Firm CRD# 106920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Joseph Bonzagni · MARBLEHEAD, MA
Registration
CRD #4328310 · MOODY ALDRICH PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOODY ALDRICH PARTNERS, LLC
CRD 106920 · SEC 801-32888
AUM
$802M
Regulatory assets under management
Employees
16
433 client accounts
Services offered by MOODY ALDRICH PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MOODY ALDRICH PARTNERS, LLC →
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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.
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Other Advisors at MOODY ALDRICH PARTNERS, LLC

Daniel Brook Wanzenberg
MARBLEHEAD, MA
Michael Christopher Pierre
MARBLEHEAD, MA
Amory Arnold Aldrich
MARBLEHEAD, MA

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Nearby cities in Massachusetts
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Research
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