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Marcus J. Boguslawski

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CRD#: 6954312
MB

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.

Marcus Jay Boguslawski, who also goes by Marcus Boguslawski, was a registered financial professional .

Marcus is a previously registered financial professional and started their career in finance in 2018. Marcus had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcus Boguslawski

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 28, 2019 - June 5, 2019

SPECIALIZED ADVISORS

RIA
CRD#: 299308
Mountain Home, ID
Past

May 30, 2018 - February 22, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Mountain Home, ID

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/1/2017
Uniform Investment Adviser Law Examination

Current Firm


SA
SPECIALIZED ADVISORS
SPECIALIZED ADVISORS | SPECIALIZED ADVISORS, LLC

CRD#: 299308 / SEC#: 801-114303

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Contact information


Main Address
5956 Sherry Lane Suite 1000, Dallas, TX 75225
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SALLC_ADV PART 1A BROCHURE AS OF 03.2019 (3/7/2019)

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


SPECIALIZED ADVISORS

CRD#: 299308

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