Unclaimed Profile

Mark Robert Bossey

BOSTONPREMIER WEALTH, LLC·HANOVER, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record19 years registeredBOSTONPREMIER WEALTH, LLC

51 MILL STREET, HANOVER, MA 02339CRD# 2903288Firm CRD# 282268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Robert Bossey · HANOVER, MA

Registration

CRD #2903288 · BOSTONPREMIER WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BOSTONPREMIER WEALTH

Jan 2016 – present

COMMONWEALTH FINANCIAL NETWORK

Nov 2019 – Jul 2024

Hanover, MA

LPL FINANCIAL LLC

Mar 2012 – Nov 2019

HANOVER, MA

SIGNATOR INVESTORS, INC.

Jan 2011 – Mar 2012

MARSHFIELD, MA

PARK AVENUE SECURITIES LLC

Aug 2006 – Mar 2009

HINGHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · August 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTONPREMIER WEALTH, LLC

CRD 282268 · SEC 801-130727

AUM

$322M

Regulatory assets under management

Employees

582 client accounts

Services offered by BOSTONPREMIER WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTONPREMIER WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Robert Bossey offer?

Mark Robert Bossey specializes in Financial Planning, Investment Management. Contact their office in HANOVER, Massachusetts for a consultation.

What are Mark Robert Bossey's credentials?

Mark Robert Bossey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Robert Bossey located?

Mark Robert Bossey is based in HANOVER, Massachusetts, working with BOSTONPREMIER WEALTH, LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.

How does Mark Robert Bossey charge for services?

Mark Robert Bossey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTONPREMIER WEALTH, LLC?

BOSTONPREMIER WEALTH, LLC has approximately 6 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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