Unclaimed Profile

Leonard John Boss

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania

Clean recordC.S. MCKEE, L.P.

ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5771491Firm CRD# 119167

Profile Verification

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

Identity

Leonard John Boss · PITTSBURGH, PA

Registration

CRD #5771491 · C.S. MCKEE, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leonard John Boss is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with C.S. MCKEE, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

C.S. MCKEE, L.P.

AUM

$704M

Regulatory assets under management

Employees

Total firm employees

View all advisors at C.S. MCKEE, L.P. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: INDIRECT COMPENSATION (SOFT DOLLARS)

Regulatory

SEC/IARD CRD# 5771491

Firm CRD# 119167

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leonard John Boss offer?

Leonard John Boss specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Leonard John Boss's credentials?

Leonard John Boss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leonard John Boss located?

Leonard John Boss is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Leonard John Boss charge for services?

Leonard John Boss's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.S. MCKEE, L.P.?

C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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