Bosonic Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Ponte Vedra, Florida
CRD number
317012
Registered since
April 11, 2023

Firm profile

FINTRX

Overview

Bosonic Securities is organized as a limited liability company and is classified in the dataset as a placement agent. The record lists ownership by a mix of a domestic entity and an individual, and it does not appear to operate as a capital allocator. Core details such as client segments, fee schedules, and specific advisory activities are not provided in the available profile. The firm is not described as engaging in ESG investing or multi-state advisory activity in the dataset, and there are no entries indicating pension consulting or related-adviser relationships.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Calvin Persaud

    Calvin Persaud

    Chief Compliance OfficerCRD 3261683

Contacts

3 of 3
  • Sara Andres

    Sara Andres

    Risk & Compliance ConsultantCRD 2985300

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Roberto Moreiro

    Roberto Moreiro

    PartnerCRD 7193031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ponte Vedra, FL

Saint Johns

Location

Ponte Vedra, FL

Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Saint Johns
Address
59 Troon Trce
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth