Richard Edward Bosco

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2016 → 05/2020
  University Of Miami
  Coral Gables, FL
• 06/2018 → 08/2018
  Christie's International Real Estate
  New York, NY
• 05/2015 → 08/2018
  Suffern Municipal Pool
  Suffern, NY
• 05/2019 → 08/2019
  Citigroup
  New York, NY
• 08/2020 → 01/2022
  Citigroup
  New York, NY
• 01/2022 → 12/2024
  Citigroup
  New York, NY
• 12/2024 → Present
  Bmo Bank, N.A.
  New York, NY
• 03/2025 → Present
  Lpl Financial Llc
  New York, NY

Previous Registrations

• 2023-03-20 → 2024-12-20
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) 02/2025 - BMO INVESTMENT SERVICES / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 02/2025 - BMO Harris Bank / Financial Institution Duty / Private Banker / Inv Related / 12/19/2025 - 160 Hrs per month - 100% Time Spent 3) 02/2025 - Bosco Home Buyers LLC / Real Estate Rental / Inv Related / Mahwah NJ 07430 / Start date 06/06/2022 - 1 Hrs per month 4) 02/2025 - GRIEGOY ITALIANO, LLC / Business Entity For Tax/Investment Purposes Only / Co-owned / Non Inv / Miami FL,33131 / Start date 05/22/2024 - 1 Hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2023-03-20

Other Names

• Richard Bosco
• Richard Edward Bosco