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CRD#: 317012
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BOSONIC SECURITIES is located at 3761 W Beartooth Loop, Spearfish, SD 57783 and was first established at Kansas City, Delaware in 09/16/2021. After operating for 4 years, BOSONIC SECURITIES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BOSONIC SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. BOSONIC SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BOSONIC SECURITIES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BOSONIC SECURITIES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BOSONIC SECURITIES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BOSONIC SECURITIES Comes From

Understanding the Statistics for BOSONIC SECURITIES and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
3761 W Beartooth Loop, Spearfish, SD 57783
Mailing Address
3761 W Beartooth Loop, Spearfish, SD 57783
Firm Size
Small
Phone Number
(402) 427-3790
Established
Delaware since 09/16/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BOSONIC INCORPORATEDSOLE MEMBER
ANDRES, SARA JANECHIEF EXECUTIE OFFICER & CHIEF COMPLIANCE OFFICER2985300
SILVESTRO, MICHELE ANNFINOP6960939

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BOSONIC SECURITIES

SA

Sara Jane Andres

Sara J Andres, Sara Marcy
IAR
RR
CRD#: 2985300
Location:
Spearfish, SD
Company:
SHAREBUILDER 401K
Disclosures:
Experience:
27 years
View Profile
LG

Leeanna Grace Kraus Glessing

Leeanna Grace Kraus Glessing, Leeanna K Glessing, Leeanna Grace Kraus, Leeanna Grace Miller
RR
CRD#: 2381458
Location:
Denver, CO 80203
Company:
CHA FINANCIAL ADVISORS
Disclosures:
Experience:
32 years
View Profile
EA

Erik Michael Almond

RR
CRD#: 4636051
Location:
Spearfish, SD 57783
Company:
BOSONIC SECURITIES
Disclosures:
Experience:
21 years
View Profile
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