Stephen M. Boush

EXPATRIATE FINANCIAL STRATEGIES LLC

Las Vegas, NV 89109

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CRD#: 4979628

Professional summary

Stephen M Boush is a registered financial advisor currently at EXPATRIATE FINANCIAL STRATEGIES LLC located in Las Vegas, Nevada.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.TIE CARE/GLOBAL BENEFITS GROUP.INDEPENDANT INSURANCE AGENCY.EMPLOYEE. DUTIES ARE SALES AND SUPPORT OF INSURANCE PRODUCTS- GROUP AND INDIVIDUAL HEALTH, LIFE, AND DISABILITY TO EXPATRIATES AND THOSE LIVING OUTSIDE THE USA. DEVOTE 21 TO 40% PER MONTH. EARN 21 TO 40% OF COMPENSATION. 2. POROMAN LLC. DBA TIE TAX.TAX PREPARATION/ ACCOUNTING. OWNER. PREPARE AND FILE TAX RETURNS FOR EXPATRIATE CLIENTS. DEVOTE 1 TO 20% PER MONTH. ANNUAL INCOME IS 1 TO 20%. NO FINANCIAL INTEREST . SERVICE INDUSTRY- NO INITIAL FINANCIAL SETUP. OWN >60% STOCK. ESTABLISHED 01/2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen M Boush'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

March 18, 2025 - Present

EXPATRIATE FINANCIAL STRATEGIES LLC

Office #1: 3111 Bel Air Drive 17a, Las Vegas, NV 89109

RIA

CRD#: 334264

Las Vegas, NV

Past

August 13, 2009 - March 3, 2025

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

LAS VEGAS, NV

Past

July 18, 2005 - March 3, 2025

THE INVESTMENT CENTER, INC.

CRD#: 17839

LAS VEGAS, NV

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

Nevada
(3/18/2025)

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: 8/12/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/2012

General Securities Principal Examination

Current Firm

EXPATRIATE FINANCIAL STRATEGIES LLC

CRD#: 334264 / SEC#: 801-131952

RIA

Registered Investment Advisory firm - (2/10/2025 120-Day Approval)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(702) 785-1246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - EXPATRIATE FINANCIAL STRATEGIES LLC (1/9/2025)

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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Stephen M. Boush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen M Boush's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPATRIATE FINANCIAL STRATEGIES LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2005

Series 24

Date: 7/25/2012

Current Firm

EXPATRIATE FINANCIAL STRATEGIES LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

EXPATRIATE FINANCIAL STRATEGIES LLC

TRUST BUT VERIFY

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