Adam Ray Bosiljevac

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2015 → 02/2019
  Nationwide Securities Llc
  Columbus, OH
• 02/2015 → 02/2019
  Nationwide Financial
  Butler, PA
• 02/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-03-20 → 2019-02-08
  Nationwide Securities, Llc
  Apollo, PA
  Valencia, PA
  Bulter, PA
  Butler, PA
  Natrona Heights, PA
  Kittanning, PA
  Jeannette, PA
  Jefferson Hills, PA
  Wexford, PA
  Beaver Falls, PA
• 2013-12-11 → 2015-02-23
  Pnc Wealth Management Llc
  Butler, PA
  Monroeville, PA
• 2012-01-11 → 2013-12-17
  Cambridge Investment Research Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-40/TRADING. SEE EMPLOYMENT FOR START DATE. 2. ADAM BOSILJEVAC, 480 MAIN STREET, PROSPECT, PA,INDEPENDENT INSURANCE AGENT 06/2010. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-40/WK-10/TRADING. 3. BUTLER COUNTY CORONER OFFICE, 124 W DIAMOND ST, BUTLER, PA, 09/2018. DEPUTY CORONER. NIR-2/WK-0/TRADING. 4. MIDNIGHTMAPLE, ADAM BOSILJEVAC, Prospect PA 16052, 06/2023, OWNER, RETAIL DISTRIBUTION, NIR, 10 HR/WEK 0 HR/TRADING 5. PINNACLE WEALTH MANAGEMENT, 480 Main Street, Prospect PA 16052, United States, 10/31/2024, IAR, DBA, INV REL, 160/MO - 160/Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-02-19