Bosonic Securities

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Bosonic Securities is organized as a limited liability company and is recorded as having become an SEC-registered adviser in 2023. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures for the firm are sparse: no client segments, fee schedules, advisory activities, or investment mandates are described in the available snapshot. The firm is marked as "unclassified" in the provided data and is not identified as a capital allocator. The profile indicates Bosonic Securities does not characterize itself as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The absence of detailed business-activity information suggests either an intentionally limited public footprint or an early-stage operation with minimal published disclosure about services or target clients.

Investments & Alternatives

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
  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

Contacts

2 of 2
  • Sara Andres

    Sara Andres

    Risk & Compliance ConsultantCRD 2985300

  • Michele Silvestro

    Michele Silvestro

    CRD 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