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Mark Robert Bossey

AIF®, CFP®

BOSTONPREMIER WEALTH

HINGHAM, MA

·CRD# 2903288·29 years experience

Professional Summary

Mark Robert Bossey, AIF®, CFP®, who also goes by Boss Bossey, is a registered financial advisor currently at BOSTONPREMIER WEALTH located in Hingham, 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Boss Bossey

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial PlannerSince 2011

Years of Experience

29 years in the financial services industry

Current & Past Employments

BOSTONPREMIER WEALTH·CRD# 282268

RIA

4 Pond Park Rd Suite 201, Hingham, MA 02043

January 29, 2016 - Present

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

RIA

Hanover, MA

November 15, 2019 - July 1, 2024

COMMONWEALTH FINANCIAL NETWORK·CRD# 8032

BD

Hanover, MA

November 15, 2019 - July 1, 2024

LPL FINANCIAL LLC·CRD# 6413

RIA

Hanover, MA

March 19, 2012 - November 18, 2019

LPL FINANCIAL LLC·CRD# 6413

BD

Hanover, MA

March 9, 2012 - November 18, 2019

SIGNATOR INVESTORS, INC.·CRD# 468

RIA

Marshfield, MA

January 24, 2011 - March 9, 2012

SIGNATOR INVESTORS, INC.·CRD# 468

BD

Marshfield, MA

March 6, 2009 - March 9, 2012

PARK AVENUE SECURITIES LLC·CRD# 46173

RIA

Hingham, MA

August 22, 2006 - March 19, 2009

PARK AVENUE SECURITIES LLC·CRD# 46173

BD

Hingham, MA

June 6, 2006 - March 19, 2009

METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095

BD

Hingham, MA

July 21, 1997 - May 25, 2006

MSI FINANCIAL SERVICES, INC.·CRD# 14251

BD

Hingham, MA

July 21, 1997 - May 25, 2006

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Current Firm

BW

BOSTONPREMIER WEALTH

BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA

Registered Investment Advisory firm - SEC (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - Massachusetts (7/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4 Pond Park Rd Suite 201, Hingham, MA 02043

Phone Number

(617) 934-1100

# of Employees

8

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (4/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,604

AUM (Assets Under Management)

$525,185,587

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - Massachusetts (7/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Massachusetts
(1/29/2016)

IAR

Texas
(7/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1997About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Jan 2010About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Dec 2008About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Bossey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MB

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