Nicholas James Bosso

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → Present
  Lighthouse Advisors
  Westminster, CO
• 07/2019 → 04/2020
  Collabera
  Greenwood Village, CO
• 06/2018 → 01/2019
  Payjunction
  Fort Collins, CO
• 11/2014 → 09/2017
  Zumiez
  Loveland, CO
• 09/2017 → 10/2018
  Zumiez
  Fort Collins, CO
• 11/2018 → 04/2026
  Grubhub Inc.
  Westminster, CO
• 05/2018 → 11/2018
  Laborjack
  Fort Collins, CO
• 05/2020 → 05/2022
  Cetera Advisor Networks
  El Segundo, CA
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: LIGHTHOUSE ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I HELP MANAGE THE VARIOUS DAY-TO-DAY OPERATIONS;

Exams

• S66 Uniform Combined State Law Examination
  2022-08-10

Other Names

• Nick Bosso