Thrivent Investment Management
34yrs
Top advisor by experience in Middlesex
7yrs
Claudio Bonesini
Financial advisor at LPL Financial
Based in Middlesex, New Jersey, Claudio Bonesini is a fiduciary financial advisor with 7 years of industry experience. Claudio has been with LPL Financial since 2025; before that, Claudio spent a year at IC Advisory Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Middlesex, and one of 5 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office576 Bound Brook Rd, Middlesex, NJ 08846
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowLPL Financial LLCCurrent firm
- Jun 2024 – Mar 2025IC Advisory Services, Inc.Previously
- Sep 2019 – Oct 2019IC Advisory Services, Inc.Previously
Contact Claudio
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Claudio. 576 Bound Brook RdMiddlesex, NJ 08846Office · Get directions Facebook pageLPL Financial
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Questions to ask Claudio
Tailored to Claudio’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Claudio
How do I contact Claudio?
Call LPL Financial at (704) 733-3300 and ask for Claudio Bonesini. Claudio works from the Middlesex, NJ office.
How long has Claudio been a financial advisor?
Claudio has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Claudio hold?
Series 66. Tap any license on this page to see what it allows.
Is Claudio a fiduciary?
Claudio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Claudio paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Claudio for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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