Jeffrey Bogosian
Jeffrey Bogosian is a registered investment advisor at 1st Discount Brokerage, INC., based in Providence, RI, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 219 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Program Fee includes advisory services, trading commission, clearing and execution, and account reporting. A portion of the advisory fee (currently 0.07% of assets under management) is paid by us to Apex Clearing Corporation for clearing services.
Fee Estimator
Location
127 Dorrance St., Penthouse Suite, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1997Other 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.
1st Discount Brokerage, INC.Broker
Previous Registrations
1st Discount Brokerage, INC.
Winchester Investment Securities, INC.Broker
Winslow, Evans & Crocker, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations13 states
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.