Bosonic Securities

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Spearfish, South Dakota
CRD number
317012
Registered since
April 11, 2023

Firm profile

FINTRX

Overview

Bosonic Securities LLC is structured as a limited liability company and is registered with the SEC as of 2023. FINTRX classifies the firm as a placement agent rather than a capital allocator or discretionary investment manager. The ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on its client types, fee arrangements, or specific advisory activities; the placement-agent classification suggests its primary role is intermediating capital commitments or private placements on behalf of issuers or fund sponsors rather than managing client portfolios directly.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Sara Andres

    Sara Andres

    Risk & Compliance ConsultantCRD 2985300

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spearfish, SD

Lawrence

Location

Spearfish, SD

Headquartered in Spearfish, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.

Metro area
Rapid City-Spearfish, SD
Region
Midwest
County
Lawrence
Address
3761 W Beartooth Loop
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth