PB
Paul S. Bosnyak
INTERACTIVE FINANCIAL ADVISORS
Newington, CT 06111
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CRD#: 2539144
PB
Professional summary
Paul Steven Bosnyak, who also goes by Paul Steven Bosnyak III, is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Newington, Connecticut.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Steven Bosnyak Iii
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF BUSINESS: MARKET SQUARE FINANCIAL & CASUALTY; NATURE OF BUSINESS: SALES & SERVICE OF FIXED INSURANCE; LOCATION: 171 MARKET SQUARE #112, NEWINGTON, CT 06111; TITLE: OWNER; START DATE: 7/1/2009; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 4.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Steven Bosnyak's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 2024 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 171 Market Square Suite 112, Newington, CT 06111RIA
CRD#: 125117
Newington, CT
Past
August 21, 2020 - July 13, 2022
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
Newington, CT
Past
November 7, 2016 - November 19, 2019
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
Oakbrook, IL
Past
February 19, 2013 - February 4, 2019
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
NEWINGTON, CT
Past
September 23, 2009 - February 19, 2013
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
September 27, 2001 - July 17, 2009
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
NEWINGTON, CT
Past
June 5, 2000 - June 21, 2001
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
June 5, 2000 - June 21, 2001
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
April 22, 1998 - May 22, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
April 19, 1996 - April 21, 1998
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(4/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
