Stephen Bogosian (CRD# 5099981) is an Investment Advisor Representative working at Swan Global Investments, LLC in Littleton, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Lights Distributors, LLC | Elkhorn, NE | Mar 2021 - Current | 3 |
| Swan Global Investments, LLC | Durango, CO | Nov 2020 - Current | 3 |
| Athenainvest Advisors, LLC | Greenwood Village, CO | Jan 2017 - Nov 2020 | 3 |
| Northern Lights Distributors, LLC | Elkhorn, NE | Jun 2018 - Sep 2020 | 2 |
| Unemployed | St Louis, MO | Jun 2016 - Dec 2016 | < 1 |
| American General Life Insurance Company | Jersey City, NJ | Aug 2012 - Jun 2016 | 3 |
| Aig Financial Distributors | St Louis, MO | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2018 |
- CA
- CO
-
Total Assets Under Management2,106MILLIONS
-
Total Number of Accounts2,483ACCOUNTS
-
Average Account Value$848,149
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.