Nicholas Bosco (CRD# 6094816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 8 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder, CO | Aug 2017 - Current | 6 |
| Bank Of America, N.a. | Boulder, CO | Aug 2017 - Current | 6 |
| Citizens Bank | Boston, MA | Aug 2015 - Jul 2017 | 1 |
| Citizens Securities, Inc. | Boston, MA | Aug 2015 - Jul 2017 | 1 |
| Oneamerica Securities | Newton, MA | Jan 2015 - Sep 2015 | < 1 |
| American United Life | Newton, MA | Jul 2014 - Sep 2015 | 1 |
| The Moody Street Group | Auberndale, MA | Oct 2014 - Aug 2015 | < 1 |
| Uber | Boston, MA | Apr 2015 - Apr 2015 | < 1 |
| Burlington Tennis Club | South Burlington, VT | Jun 2014 - Sep 2014 | < 1 |
| Saint Michael's College | Colchester, VT | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CT
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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