MB
Mark R. Bossey
BOSTONPREMIER WEALTH
Hanover, MA 02339
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CRD#: 2903288
MB
Professional summary
Mark Robert Bossey, AIF®, CFP®, who also goes by Boss Bossey, is a registered financial advisor currently at BOSTONPREMIER WEALTH located in Hanover, Massachusetts.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Boss Bossey
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. Co-owner, Boston Premier Wealth, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 11/15/2019; 90% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; As of 11/15/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, BPW Realty, LLC, an entity created for the purpose of buying and managing commercial real estate at in Hanover, MA, as of 11/15/2019; 1% time spent during business hours; Conducted at branch; Investment related. 4. Co-owner of rental property located in Sandown, NH, as of 11/15/2019; 1% time spent during business hours; Not conducted at branch location; Investment related. 5. Co-owner of rental property located in Hanover, MA, as of 11/15/2019; 1% time spent during business hours; Not conducted at branch location; Investment related. 6. Co-Owner, BostonPremier Holdings, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 7. Co-Owner, BostonPremier Legacy Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Bossey'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®
CFP®
Start date: 2011
Experience
Current
January 29, 2016 - Present
BOSTONPREMIER WEALTH
Office #1: 51 Mill Street Suite 1, Hanover, MA 02339RIA
CRD#: 282268
Hanover, MA
Past
November 15, 2019 - July 1, 2024
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Hanover, MA
Past
November 15, 2019 - July 1, 2024
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Hanover, MA
Past
March 19, 2012 - November 18, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
HANOVER, MA
Past
March 9, 2012 - November 18, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
HANOVER, MA
Past
January 24, 2011 - March 9, 2012
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
MARSHFIELD, MA
Past
March 6, 2009 - March 9, 2012
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
MARSHFIELD, MA
Past
August 22, 2006 - March 19, 2009
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
HINGHAM, MA
Past
June 6, 2006 - March 19, 2009
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
HINGHAM, MA
Past
July 21, 1997 - May 25, 2006
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
HINGHAM, MA
Past
July 21, 1997 - May 25, 2006
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HINGHAM, MA
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".
BW
BOSTONPREMIER WEALTH
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC
CRD#: 282268 / SEC#: 801-130727
RIA
Registered Investment Advisory firm - (7/19/2024 Approved)Massachusetts
Registered Investment Advisory firm - (7/24/2024 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
Massachusetts(1/29/2016)
IAR
Texas(7/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BW
BOSTONPREMIER WEALTH
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC
CRD#: 282268 / SEC#: 801-130727
RIA
Registered Investment Advisory firm - (7/19/2024 Approved)Massachusetts
Registered Investment Advisory firm - (7/24/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Mill Street Suite 1, Hanover, MA 02339
Mailing Address
Phone number
(617) 934-1100
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 595 |
| AUM (Assets Under Management) | $ 351,098,560 |
Red Flags
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Company Information
BOSTONPREMIER WEALTH
CRD#: 282268Hanover, MA 02339TRUST BUT VERIFY
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