Mark Robert Bossey
Investment adviser representative at Bostonpremier Wealth
12 yearsExperience
2 statesRegistered in
$525.2MFirm assets
2 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 assetsHourlyFixed 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
12 years in the industry.
- Bostonpremier WealthJan 2016 to now
- Boston Premier Wealth, LLCJan 2016 to now
- Commonwealth Financial NetworkNov 2019 to Jun 2024
- LPL Financial, LLCMar 2012 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Bostonpremier Wealth
Legal name: Bostonpremier Wealth, LLC
$525.2MAssets managed
754Clients
7Advisers
2 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
- 2903288
- Firm CRD
- 282268