Bozidar Jovanovic

HONEY BADGER ADVISORS LLC

Rye, NY

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CRD#: 5264079

Professional summary

Bozidar Jovanovic is a registered financial advisor currently at HONEY BADGER ADVISORS LLC located in Rye, New York.

Bozidar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bozidar has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

I WILL OFFER INSURANCE AS A PART OF THE OVERALL INVESTMENT ADVISORY ACTIVITY (OR ON IT'S OWN) THROUGH AN OUTSIDE INSURANCE AGENCY. I OCCASSIONALLY WORK AS A COURIER DRIVER. Bozidar Jovanovic is a Professor of Practice at Boston College; Business investment related: No; Location of the business: 140 Commonwealth Avenue Chestnut Hill MA 02467; Description of the business: Boston College is an accredited institution of higher education; Responsibilities Duties: Teach University level courses in Finance; Start date with business: 2024-07-01; Hours per month devoted to business during trading hours: 48; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 50.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bozidar Jovanovic'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®

None

Experience

Current

April 30, 2021 - Present

HONEY BADGER ADVISORS LLC

RIA

CRD#: 314128

Rye, NY

Past

July 28, 2016 - March 12, 2020

VALLEY FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 105387

NEW YORK, NY

Past

February 5, 2015 - March 12, 2020

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

NEW YORK, NY

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

Florida
(7/11/2025)

IAR

New York
(4/30/2021)

IAR

Texas
(6/2/2025)

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: 6/28/2016

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: 2/5/2015

General Securities Representative Examination

Current Firm

HONEY BADGER ADVISORS LLC

CRD#: 314128 / SEC#:

Florida

Registered Investment Advisory firm - (7/11/2025 Approved)

New York

Registered Investment Advisory firm - (4/30/2021 Approved)

Texas

Registered Investment Advisory firm - (6/2/2025 Approved)

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Contact information

Main Address

Rye, NY

Mailing Address

Phone number

(914) 393-4684

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 2,267,000

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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Bozidar Jovanovic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bozidar Jovanovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

HONEY BADGER ADVISORS LLC

VALLEY FINANCIAL MANAGEMENT, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2015

Current Firm

HONEY BADGER ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HONEY BADGER ADVISORS LLC

TRUST BUT VERIFY

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