BOSONIC SECURITIES
Firm details
- Headquarters
- SPEARFISH, South Dakota
- CRD number
- 317012
- Registered since
- April 11, 2023
- Website
- bosonic.digital
Firm profile
FINTRXOverview
Bosonic Securities is organized as a limited liability company and is shown in FINTRX as having registered with the SEC in 2023. The profile lists ownership split between a domestic entity and an individual and classifies the adviser as "Unclassified." The record indicates the firm is not positioned as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state adviser. FINTRX also shows it is not identified as a pension consultant or a related adviser. Details about the firm's advisory services, client segments, and fee schedule are not provided in the available profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LeeAnna Glessing
Chief Compliance OfficerCRD 2381458
Contacts
3 of 3ERIK ALMOND
ConsultantCRD 4636051
SARA ANDRES
Risk & Compliance ConsultantCRD 2985300
Michele Silvestro
FinOpCRD 6960939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
C.R. LLOYD INVESTMENT SERVICES, LLC
Broker-DealerSIOUX FALLS, SD
VARIABLE INVESTMENT ASSOCIATES, INC.
Broker-DealerTEA, SD
ERNST CAPITAL SECURITIES, LLC
Broker-DealerSIOUX FALLS, SD
TRUIST INVESTMENT SERVICES, INC.
Broker-DealerAtlanta, GA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
U.S. BANCORP INVESTMENTS, INC.
Broker-DealerSAINT PAUL, MN