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Keith R. Bosco

VERITY INVESTMENT PARTNERS
Bluffton, SC 29910
Some features on this profile are disabled
CRD#: 4879935
KB

Professional summary

Keith Richard Bosco, who also goes by Keith R. Bosco, is a registered financial advisor currently at VERITY INVESTMENT PARTNERS located in Bluffton, South Carolina.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Keith has worked at 6 firms and has passed the Series 66, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Keith R. Bosco

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) - RIA

Click below to view Keith Richard Bosco's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 9, 2023 - Present

VERITY INVESTMENT PARTNERS

Office #1: 210 Bluffton Road 2nd Floor, Bluffton, SC 29910
RIA
CRD#: 119630
Bluffton, SC
Past

October 13, 2014 - April 24, 2023

CITY NATIONAL SECURITIES, INC.

BD
CRD#: 103705
LOS ANGELES, CA
Past

July 29, 2011 - April 24, 2023

RBC ROCHDALE, LLC

RIA
CRD#: 117198
NEW YORK, NY
Past

July 29, 2011 - April 24, 2023

SYMPHONIC SECURITIES LLC

BD
CRD#: 139512
NEW YORK, NY
Past

July 29, 2011 - April 24, 2023

CNR SECURITIES, LLC

BD
CRD#: 18466
NEW YORK, NY
Past

February 9, 2007 - August 19, 2011

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
FLORHAM PARK, NJ
Past

July 20, 2006 - August 19, 2011

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
FLORHAM PARK, NJ

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".
VI
VERITY INVESTMENT PARTNERS
VERITAS ASSET MANAGEMENT, LLC | VERITY INVESTMENT PARTNERS | VERITY INVESTMENT MANAGEMENT | VERITY AND VERITY, LLC

CRD#: 119630 / SEC#: 801-63829

RIA
Registered Investment Advisory firm - (1/14/2005 Approved)
South Carolina
Registered Investment Advisory firm - (1/20/2005 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2002 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
South Carolina
(5/9/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 6/23/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 7/19/2006
General Securities Representative Examination

Current Firm

VI
VERITY INVESTMENT PARTNERS
VERITAS ASSET MANAGEMENT, LLC | VERITY INVESTMENT PARTNERS | VERITY INVESTMENT MANAGEMENT | VERITY AND VERITY, LLC

CRD#: 119630 / SEC#: 801-63829

RIA
Registered Investment Advisory firm - (1/14/2005 Approved)
South Carolina
Registered Investment Advisory firm - (1/20/2005 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2002 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2015 Boundary Street 2nd Floor, Beaufort, SC 29902
Mailing Address
P.o. Box 1086, Beaufort, SC 29901
Phone number
(843) 379-6661
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VERITY INVESTMENT MANAGEMENT_ADV2A (3/28/2025)
VERITY INVESTMENT PARTNERS_ADV2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts993
AUM (Assets Under Management)$ 1,205,925,960

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.

Company Information

VERITY INVESTMENT PARTNERS

CRD#: 119630Bluffton, SC 29910

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