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TB

Tierney L. Bosset

SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA 95070
Some features on this profile are disabled
CRD#: 6979847
TB

Professional summary

Tierney Leigh-mcclenahan Bosset, who also goes by Tierney Leigh Mcclenahan, is a registered financial advisor currently at SARATOGA RESEARCH & INVESTMENT MANAGEMENT located in Saratoga, California.

Tierney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tierney has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tierney Leigh Mcclenahan

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 Tierney Leigh-mcclenahan Bosset'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

January 12, 2023 - Present

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Office #1: 14471 Big Basin Way, Suite E, Saratoga, CA 95070
RIA
CRD#: 110506
Saratoga, CA

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".
SR
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
SARATOGA RESEARCH & INVESTMENT MANAGEMENT | TANNER & ASSOCIATES ASSET MANAGEMENT

CRD#: 110506 / SEC#: 801-57695

RIA
Registered Investment Advisory firm - (7/3/2000 Approved)

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
California
(1/12/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/6/2023
Uniform Investment Adviser Law Examination

Current Firm

SR
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
SARATOGA RESEARCH & INVESTMENT MANAGEMENT | TANNER & ASSOCIATES ASSET MANAGEMENT

CRD#: 110506 / SEC#: 801-57695

RIA
Registered Investment Advisory firm - (7/3/2000 Approved)
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Contact information

Main Address
14471 Big Basin Way, Suite E, Saratoga, CA 95070
Mailing Address
P.o. Box 3552, Saratoga, CA 95070
Phone number
(408) 741-2330
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (38 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

SARATOGARIM DISCLOSURE BROCHURE PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts3,016
AUM (Assets Under Management)$ 2,511,054,488

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

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

CRD#: 110506Saratoga, CA 95070

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