David Bosak, financial advisor Cleveland OH

David Bosak

CRD Number: 7120922
Current Firm: Hightower Advisors, LLC

David Bosak (CRD# 7120922) is an Investment Advisor Representative working at Hightower Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. David Bosak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hightower Advisors LLC Chicago, IL May 2019 - Current 3
Fairport Cleveland, OH Apr 2014 - Current 8
Keybank N.a. Cleveland, OH Apr 2009 - Apr 2014 5

David Bosak has no recent exams reported.
Contact Info for David Bosak
Phone Number: 312-962-3800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    103,620
    MILLIONS
  • Total Number of Accounts
    101,401
    ACCOUNTS
  • Average Account Value
    $1,021,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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