This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 29, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 29, 2000

First registration

Jul 1, 2005

Dual registered

no

Other names

PHIL J BONELLI|PHILIP J BONELLI|PHILIP JONATHAN BONELLI

IAPD individual key

3005314

• Occurred

  Jul 21, 2026
  Advisor changed firm

  Philip Bonelli left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e7a47f8-98f9-49f2-b3c0-2fbe4743e7ac

First observed

Jul 1, 2005

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.