Mark Bossi is a registered investment advisor, based in Burlington, MA, with 33 years of industry experience.
Location
217 Middlesex Turnpike, Suite 102, Burlington, MA, 01803
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is the treasurer for the Chelmsford Historical Society, dedicating minimal time to paying bills, tax preparation, and bookkeeping. Mark is also a CPA since 1999.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
August 2006 - October 2019 · 13 yrs 2 mos
1st Global Capital CORP.Broker
February 1998 - October 2019 · 21 yrs 8 mos
Intersecurities, INC.Broker
January 1997 - February 1998 · 1 yr 1 mo
Cfs Brokerage CORP.Broker
February 1995 - January 1997 · 1 yr 11 mos
H.D. Vest Investment Securities, INC.Broker
October 1992 - January 1995 · 2 yrs 3 mos
State Registrations2 states
MANH
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.