# BILL LOSEY RETIREMENT SOLUTIONS, LLC

BILL LOSEY RETIREMENT SOLUTIONS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 140731
- Type: SEC-registered investment adviser
- SEC file number: 801-78201
- Phone: 518-708-9925
- Latest filing: 2026-04-15
- Regulatory AUM: $39.6M
- Non-discretionary AUM: $39.6M
- Clients: 1
- Accounts: 102

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Albert Losey | PRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| LOSEY WILLIAM ALBERT | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140731/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140731/similar
- Related entities: https://search.stillhousedata.com/firm/140731/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140731

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.