Sami Boghos
Investment adviser representative at Retirable
12 yearsExperience
1 stateRegistered in
$301MFirm assets
6 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
Experience
12 years in the industry.
- RetirableApr 2021 to now
- PolicygeniusMay 2018 to Apr 2021
- UnemployedJun 2017 to May 2018
- Greenwich StrategyAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirable
Legal name: Retirable Inc.
$301MAssets managed
2,210Clients
10Advisers
6 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
- 7405894
- Firm CRD
- 307472