Rachael Scott
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- B.O.S.S. Retirement Advisors, LLCSep 2024 to now
- B.O.S.S. Retirement Solutions, LLCSep 2024 to now
- Ai TechDec 2023 to Jan 2024
- J.P. Morgan Securities LLCMar 2023 to Sep 2024
- JPMorgan Chase Bank, N.A.May 2022 to Mar 2023
- UnemployedSep 2018 to Apr 2022
- CostcoJun 2018 to Aug 2018
- UnemployedMay 2018 to May 2018
- Survey Sampling InternationalOct 2017 to Apr 2018
- Montana Grizzly EncounterJul 2017 to Sep 2017
- Oba Brazilian CafeMay 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
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
- 7710235
- Firm CRD
- 171143