Richard Bosco is a registered investment advisor at LPL Financial LLC, based in New York, NY, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
151 W 42nd St, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates his LPL business through BMO Investment Services and works as a private banker at BMO Harris Bank, dedicating nearly full-time hours to this role. He also co-owns Bosco Home Buyers LLC (real estate rental) and GRIEGOY ITALIANO, LLC (business entity for tax/investment purposes), but spends minimal time on these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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