Nicholas James Bosso
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Lighthouse AdvisorsMay 2020 to now
- Cetera Advisor NetworksMay 2020 to May 2022
- CollaberaJul 2019 to Apr 2020
- Grubhub Inc.Nov 2018 to Apr 2026
- PayjunctionJun 2018 to Jan 2019
- LaborjackMay 2018 to Nov 2018
- ZumiezNov 2014 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7254174
- Firm CRD
- 105644