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Richard Bruce Bossick

Bethesda Securities, LLC

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About Richard Bruce Bossick

Richard Bossick is an investment professional with over 10 years of experience in the financial services industry. Richard is currently registered with Bethesda Securities, LLC as a General Securities Representative. Previously, Richard was employed with MUFG Securities Americas Inc., CRT Capital Group LLC, PNC Capital Markets LLC, and Chase Investment Services Corp. Richard has passed the Series 7, Series 6, Series 99, Series 99TO, and SIE exams. Richard is currently registered in Connecticut, Maryland, New Jersey, and New York.

Firm Information

Richard Bossick is currently registered with Bethesda Securities, LLC. Bethesda Securities, LLC is a Limited Liability Company formed on July 22, 2015. The firm is registered with the Securities and Exchange Commission and is approved to operate in Connecticut, Maryland, New Jersey, and New York.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Richard Bossick’s Registration & Firm History

CT

09/15/2022 - Present

Bethesda Securities, LLC (WESTPORT CT)

NY

09/20/2016 - 09/14/2022

MUFG SECURITIES AMERICAS INC. (NEW YORK NY)

CT

09/08/2014 - 07/15/2015

CRT CAPITAL GROUP LLC (STAMFORD CT)

PA

04/01/2013 - 09/05/2014

PNC CAPITAL MARKETS LLC (PITTSBURGH PA)

IL

09/12/2005 - 03/09/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2013

Series 99 - Operations Professional Examination

BC

Issued 09/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Bruce Bossick. Review regulatory record here.
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