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Grace Kay Bosserman

LEVIN EASTERLY PARTNERS LLC·NEW YORK, New York
SIE, Series 7, Series 63Clean recordLEVIN EASTERLY PARTNERS LLC
595 MADISON AVENUE, NEW YORK, NY 10022-1907CRD# 1632724Firm CRD# 299607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grace Kay Bosserman · NEW YORK, NY
Registration
CRD #1632724 · LEVIN EASTERLY PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
CRD 299607 · SEC 801-114563
AUM
$2.8B
Regulatory assets under management
Employees
19
323 client accounts
Services offered by EASTERLY INVESTMENT PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at EASTERLY INVESTMENT PARTNERS LLC →
Introduction

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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.
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Other Advisors at LEVIN EASTERLY PARTNERS LLC

Richard Snow
BEVERLY, MA
Eric Frank Colandrea
BEVERLY, MA
Michael Montague
BEVERLY, MA
John William Murphy
BEVERLY, MA
Kenneth G Juster
BEVERLY, MA

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