David BosakCRD 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.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|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|
Total Assets Under Management103,620MILLIONS
Total Number of Accounts101,401ACCOUNTS
Average Account Value$1,021,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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