DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin Bonacci

Riverview Capital Advisers LLCindependent RIABoston, MaIA-onlyIAPD 6085257

Feed of 09/14/2026

Also filed as Kevin James Bonacci

At current firm

3 y

since May 2, 2023

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Riverview Capital Advisers LLC independent RIA current
since May 2, 2023 · Boston, Ma
On Investment Management Co BD affiliated
Oct 6, 2020 to Mar 16, 2023 · Charlestown, Ma
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Feb 24, 2020 · Boston, Ma
Strategic Advisers LLC national BD
Jan 26, 2016 to Jul 13, 2018 · Shrewsbury, Ma
Strategic Advisers LLC national BD
Mar 5, 2014 to Apr 13, 2015 · Merrimack, Nh

Moves

a registration end followed by a registration begin elsewhere

On Investment Management Co to Riverview Capital Advisers LLC
left Mar 16, 2023, registered May 2, 2023 (47 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to On Investment Management Co
left Feb 24, 2020, registered Oct 6, 2020 (225 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Kevin Bonacci left On Investment Management Co for Riverview Capital Advisers Llc (registered 2023-05-02)
Mar 16, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address