AdvisorOS Directory
Claim Profile
GB

Grace Kay Bosserman

LEVIN EASTERLY PARTNERS LLC·NEW YORK, New York
Unclaimed Profile
595 MADISON AVENUE, NEW YORK, NY 10022-1907CRD# 1632724Firm CRD# 299607
01

About

Grace Kay Bosserman is a registered financial advisor based in NEW YORK, New York, affiliated with LEVIN EASTERLY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
EASTERLY INVESTMENT PARTNERS LLC
AUM
$2.8B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at EASTERLY INVESTMENT PARTNERS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1632724
Firm CRD# 299607
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Grace Kay Bosserman offer?
Grace Kay Bosserman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Grace Kay Bosserman's credentials?
Grace Kay Bosserman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grace Kay Bosserman located?
Grace Kay Bosserman is based in NEW YORK, New York, working with LEVIN EASTERLY PARTNERS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Grace Kay Bosserman charge for services?
Grace Kay Bosserman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVIN EASTERLY PARTNERS LLC?
LEVIN EASTERLY PARTNERS LLC has approximately 19 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile