Bill Losey Retirement Solutions, LLC

Bill Losey Retirement Solutions, LLC (CRD# 140731) is a financial advisory firm headquartered in , . They manage $38,312,297 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.billlosey.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $330,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Bill Losey Retirement Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Losey, financial advisor Greenwich NY
William A. Losey
CRD#: 2290403
Greenwich, NY

William Losey (CRD# 2290403) is an Investment Advisor Representative working at Bill Losey Retirement Solutions, LLC in Greenwich, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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