Colin J Bosak
Investment adviser representative at Cetera Investment Advisers LLC
7 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
7 years in the industry.
- Astralis Noctis Holdings LLCOct 2023 to now
- Cetera Investment Advisers LLCJul 2023 to now
- Cetera Wealth Services, LLCJul 2023 to now
- Omni Financial ServicesMay 2023 to now
- Minnesota Life Insurance CoMay 2023 to Aug 2023
- Securian Financial Services IncMay 2023 to Aug 2023
- Hornor, Townsend, & Kent LLCMar 2023 to May 2023
- Penn Mutual Life Insurance CompanyJul 2021 to May 2023
- Monmouth UniversitySep 2020 to Sep 2021
- UnemployeedJun 2020 to Sep 2020
- St. Johns UniversitySep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7422459
- Firm CRD
- 105644