FINANCIAL BOSS

FINANCIAL BOSS of PLAINVIEW, NY is an SEC-registered investment adviser (CRD 319060).

Registration

• CRD: 319060
• Type: Registered investment adviser
• Location: 100 TERMINAL DRIVE, PLAINVIEW, NY, 11803
• Phone: 631-888-9109
• Latest filing: 2026-03-31
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search