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Douglas George Bostich

Investment adviser representative at Braun-bostich & Associates Inc.
21 yearsExperience
1 stateRegistered in
$249.6MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Braun-bostich & Associates Inc.Jun 2017 to now
  2. Ameriprise Financial Services, Inc.Sep 2005 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (PA).

Braun-bostich & Associates Inc.

$249.6MAssets managed
269Clients
4Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2327303
Firm CRD
288336
Advisor's SEC record (opens in a new tab)
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