Frank Anthony Coffey
Investment adviser representative at Bos Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$1BFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bos Asset Management, LLCNov 2025 to now
- LPL Financial LLCJul 2025 to now
- Bank of SpringfieldJun 2025 to now
- The Baker Group LPMar 2022 to Jun 2025
- Bank of SpringfieldAug 2021 to Mar 2022
- LPL Financial LLCAug 2021 to Mar 2022
- Equitable Advisors LLCApr 2021 to Jul 2021
- UnemployedMar 2020 to Mar 2021
- Robert HalfOct 2019 to Mar 2020
- UnemployedAug 2019 to Oct 2019
- Saputos Italian Restaurant & Papa FranksDec 2018 to May 2019
- Office of the Vice President of the United StatesMay 2018 to Aug 2019
- Office of the House of RepresentativesMay 2017 to Aug 2017
- University of MississippiAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Bos Asset Management, LLC
$1BAssets managed
627Clients
10Advisers
5 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
- 7356693
- Firm CRD
- 310632