Bosonic Securities

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

Firm details

Headquarters
Lake Worth Beach, 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 source data as a placement agent. The ownership designation lists both a domestic entity and an individual, indicating mixed ownership rather than a purely corporate or purely individual structure. The firm's profile indicates it does not act as a capital allocator and is not identified as an active ESG investor. Other operational flags in the available record show Bosonic Securities is not listed as a multi-state adviser, not a pension consultant, and not designated as a related adviser. No advisory activities, fee schedules, or client segments are provided in the supplied material, which is consistent with the placement-agent classification that typically focuses on arranging capital rather than running discretionary investment programs.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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

Lake Worth Beach, FL

Palm Beach

Location

Lake Worth Beach, FL

Headquartered in Lake Worth Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1904 Vernon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth