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53 State Street 23 Fl, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
Branch Locations
53 State Street 23 Fl, Boston, MA 02109 • United States
53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-31 |
Branch Locations
53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Street Advisors | Portsmouth | NH | 06/2015 | 01/2020 |
| Lake Street Advisors Group, Llc | Boston | MA | 01/2020 | 02/2021 |
| Shepherd Kaplan Llc | Boston | MA | 03/2021 | Present |
| Emery Partners Llc | Boston | MA | 07/2025 | Present |
Mr. Bosco is the Senior Analyst, Investment Research with Shepherd Kaplan LLC, a registered investment adviser in Boston MA. Mr. Bosco spends approximately 50% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
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