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Paul Bosnyak

Interactive Financial Advisors
27 Years of Experience
Newington, CT
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Paul Bosnyak is a registered investment advisor at Interactive Financial Advisors, based in Newington, CT, with 27 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M in assets under management.

Interactive Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,307 clients
Average Client Portfolio
$184K average
Assets Under Management
$240.4M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.45%
$25K - $50K2.40%
$50K - $250K2.30%
$250K - $500K1.91%
$500K - $1.0M1.82%
$1M+1.70%

Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

171 Market Square, Suite 112, Newington, CT, 06111

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2017
Judgment / Lien
February 2010
Judgment / Lien
January 2009
Criminal
April 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Interactive Financial Advisors
August 2020 - July 2022 · 1 yr 11 mos
Interactive Financial Advisors
November 2016 - November 2019 · 3 yrs
Brooklight Place Securities, INC.Broker
February 2013 - February 2019 · 6 yrs
Park Avenue Securities LLCBroker
September 2009 - February 2013 · 3 yrs 5 mos
Allstate Financial Services, LLCBroker
September 2001 - July 2009 · 7 yrs 10 mos
Metlife Securities INC.Broker
June 2000 - June 2001 · 1 yr
Metropolitan Life Insurance CompanyBroker
June 2000 - June 2001 · 1 yr
MML Investors Services, INC.Broker
April 1998 - May 2000 · 2 yrs 1 mo
Guardian Investor Services CorporationBroker
April 1996 - April 1998 · 2 yrs
State Registrations1 state
CT
Advisor

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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