Falists
← Back to search

FINANCIAL BOSS

FINANCIAL BOSS ADVISORS LLC

CRD 319060

Visit website

100 TERMINAL DRIVE, PLAINVIEW, NY, 11803, United States

Phone

631-888-9109

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX PREPARATION

All web addresses on file

Official SEC filing: View on IAPD