Mark Joseph Bossi

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

• 02/1998 → 10/2019
  1St Global Capital Corp.
  North Chelmsford, MA
• 04/1999 → Present
  Mark Bossi Cpa
  North Chelmsford , MA
• 08/2006 → 10/2019
  1St Global Advisors, Inc.
  North Chelmsford, MA
• 06/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Burlington, MA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Burlington, MA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Burlington, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Burlington, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Burlington, MA
• 2006-08-10 → 2019-10-25
  1St Global Advisors Inc
  Burlington, MA

Other Businesses

1) CHELMSFORD HISTORICAL SOCIETY POSITION: TREASURER NATURE: HISTORICAL SOCIETY TREASURER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2008 ADDRESS: 40 BYAM RD, Chelmsford MA 01824, United States DESCRIPTION: PAY BILLS & TAX PREP & BKPG 2) MARK BOSSI CPA; CPA; NIR;04/01/1999;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-27
• S63 Uniform Securities Agent State Law Examination
  1992-07-23

Other Names

• Mark Joseph Bossi