BILL LOSEY RETIREMENT SOLUTIONS, LLC

BILL LOSEY RETIREMENT SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 140731). Regulatory assets under management: $39.6M.

Registration

• CRD: 140731
• SEC file number: 801-78201
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140731 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search