Bosonic Securities

Broker-DealerFINRA MemberEst. 2023
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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Awards

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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