Jeffrey Edward Bogosian

1st Discount Brokerage, INC.

32 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

1st Discount Brokerage, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

219 clients

Average Client Portfolio

$494K average

Assets Under Management

$108.1M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.5M	1.75%
$2.5M - $5.0M	1.50%
$5.0M - $10.0M	1.00%
$10M+	1.00%

Fees negotiable for accounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

127 Dorrance St., Penthouse Suite, Providence, RI, 02903

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History

Regulatory History (1)

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.

Customer Dispute

January 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey owns rental property and is the president of Spruce Equity Advisors, each taking minimal time. He also works full-time for Winchester Investment Securities and is an insurance agent for multiple companies.

Employment History

Current Registrations

1st Discount Brokerage, INC.

September 2012 - Present · 13 yrs 5 mos

1st Discount Brokerage, INC.Broker

August 2003 - Present · 22 yrs 6 mos

Previous Registrations

1st Discount Brokerage, INC.

June 2004 - June 2012 · 8 yrs

Winchester Investment Securities, INC.Broker

November 1995 - September 2003 · 7 yrs 10 mos

Winslow, Evans & Crocker, INC.Broker

November 1995 - November 1995 · 0 mos

L.C. Wegard & CO., INC.Broker

April 1993 - November 1995 · 2 yrs 7 mos

State Registrations13 states

CTFLKSMAMONJNYPARISCTXVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.