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Edmund Bosse

Equitable Advisors, LLC
40 Years of Experience
Cleveland, OH
1 DisclosureBroker
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Edmund Bosse is a registered investment advisor at Equitable Advisors, LLC, based in Cleveland, OH, with 40 years of industry experience. Edmund is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

Cleveland, OH

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History

Regulatory History (1)
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Regulatory
September 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Equitable Advisors, LLCBroker
December 2021 - Present · 4 yrs 10 mos
Equitable Advisors, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Park Avenue Securities LLCBroker
October 2021 - October 2021 · 0 mos
Park Avenue Securities LLC
October 2021 - October 2021 · 0 mos
MML Investors Services, LLC
April 2017 - April 2021 · 4 yrs
MML Investors Services, LLCBroker
March 2017 - April 2021 · 4 yrs 1 mo
Msi Financial Services, INC.
July 2003 - March 2017 · 13 yrs 8 mos
Msi Financial Services, INC.Broker
June 2003 - March 2017 · 13 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2003 - July 2007 · 4 yrs 1 mo
Fsc Securities Corporation
January 2002 - June 2003 · 1 yr 5 mos
Fsc Securities CorporationBroker
September 2001 - June 2003 · 1 yr 9 mos
Capital Brokerage CorporationBroker
January 2000 - September 2001 · 1 yr 8 mos
Mutual Service CorporationBroker
May 1991 - December 1999 · 8 yrs 7 mos
Mutual Service CorporationBroker
April 1991 - April 1991 · 0 mos
Forth Financial Securities, CorporationBroker
April 1987 - April 1991 · 4 yrs
W. S. Griffith & CO., INC.Broker
December 1985 - April 1987 · 1 yr 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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