Paul Bosnyak
Paul Bosnyak is a registered investment advisor at Interactive Financial Advisors, based in Newington, CT, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.
Location
171 Market Square, Suite 112, Newington, CT, 06111
Get directionsHistory
Regulatory History (4)
Judgment / Lien
June 2017Judgment / Lien
February 2010Judgment / Lien
January 2009Criminal
April 1999Other Business ActivitiesSells Insurance
Paul is the owner of Market Square Financial & Casualty, which sells and services fixed insurance products. He spends about 10-20% of his time on this, with minimal time during securities trading hours.
Employment History
Current Registrations
Interactive Financial Advisors
Previous Registrations
Interactive Financial Advisors
Interactive Financial Advisors
Brooklight Place Securities, INC.Broker
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations1 state
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.