George L. Bosselman

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CRD#: 3197180

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Leroy Bosselman was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1999. George had worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 17, 2010 - April 4, 2013

BUCKMAN ADVISORY GROUP LLC

RIA

CRD#: 131688

BOCA RATON, FL

Past

January 5, 2010 - January 30, 2013

BUCKMAN, BUCKMAN & REID, INC.

CRD#: 23407

BOCA RATON, FL

Past

April 21, 2005 - December 31, 2009

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

DELRAY BEACH, FL

Past

April 21, 2005 - December 31, 2009

INVESTORS CAPITAL CORP.

CRD#: 30613

DELRAY BEACH, FL

Past

September 11, 2003 - May 2, 2005

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

BOCA RATON, FL

Past

March 29, 2001 - May 2, 2005

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

January 18, 2001 - March 28, 2001

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

March 7, 2000 - January 22, 2001

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

August 11, 1999 - March 27, 2000

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

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".

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 8/30/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/1999

General Securities Representative Examination

Current Firm

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

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Contact information

Main Address

44 Church Street, Little Silver, NJ 07739

Mailing Address

Phone number

(732) 530-0303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC FORM ADV PART 2A DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	834
AUM (Assets Under Management)	$ 236,142,403

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report
07/05/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

George L. Bosselman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

J.P. TURNER & COMPANY, L.L.C.

FFP SECURITIES, INC.

BIRCHTREE FINANCIAL SERVICES LLC

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2003

Series 63

Date: 12/27/1999

Series 7

Date: 8/11/1999

Current Firm

BUCKMAN ADVISORY GROUP LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCKMAN ADVISORY GROUP LLC

TRUST BUT VERIFY

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