Bosonic Securities
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 317012
- Registered since
- April 11, 2023
Firm profile
FINTRXOverview
Bosonic Securities LLC is registered with the SEC (registration reported in 2023) and is organized as a limited liability company. Public filings classify the firm as a placement agent rather than a capital allocator or discretionary asset manager. The record lists the ownership structure as a combination of a domestic entity and an individual. Available data do not describe fee schedules, client types, or advisory product lines. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser. Those attributes, together with the placement-agent classification, point to a business model focused on capital-raising and placement activity rather than on managing pooled client portfolios.
Assets & Accounts
Investments & Alternatives
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 1
Calvin Persaud
Chief Compliance OfficerCRD 3261683
Contacts
3 of 3
Sara Andres
Risk & Compliance ConsultantCRD 2985300

Michele Silvestro
FinOpCRD 6960939

Roberto Moreiro
PartnerCRD 7193031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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