Bosonic Securities
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 317012
- Registered since
- April 11, 2023
Firm profile
FINTRXOverview
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
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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