GB
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Glenn Bossow is a registered investment advisor at Trutta Capital, INC., based in San Rafael, CA, with 31 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Annual Retainer:$27,000 - $126,000/year
One-Time Plan:$1,000 - $18,000
Hourly Rate:$150/hr
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Location
San Rafael, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2015Final
Employment History
Current Registrations
Trutta Capital, INC.
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Mercury Securities, LLCBroker
October 2013 - April 2015 · 1 yr 6 mos
Belvedere Advisors LLC
March 2010 - March 2013 · 3 yrs
Belvedere Global Investors LLCBroker
November 2009 - November 2012 · 3 yrs
Marin Capital Management
April 2009 - October 2009 · 6 mos
Belvedere Global Investors LLCBroker
April 2007 - March 2009 · 1 yr 11 mos
Pfpc Distributors, INC.Broker
October 2004 - May 2005 · 7 mos
Forum Fund Services, LLCBroker
November 2002 - July 2004 · 1 yr 8 mos
Fidelity Brokerage Services, INC.Broker
October 1993 - November 1993 · 1 mo
Waldron & CO., INC.Broker
January 1993 - November 1993 · 10 mos
Wells Fargo Securities INC.Broker
July 1988 - October 1991 · 3 yrs 3 mos
Isfa CorporationBroker
December 1985 - March 1988 · 2 yrs 3 mos
Thomson Mckinnon Securities INC.Broker
April 1981 - July 1985 · 4 yrs 3 mos
First Jersey Securities, INC.Broker
October 1980 - April 1981 · 6 mos
State Registrations1 state
CA
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.