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Stephanie Bosso

Dinosaur Financial Group, LLC

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About Stephanie Bosso

Stephanie Bosso is a financial advisor with over 35 years of experience in the financial services industry. Stephanie is currently registered with Dinosaur Financial Group, LLC and holds Series 7 and 63 licenses, and the SIE exam.

Firm Information

Stephanie Bosso is currently registered with Dinosaur Financial Group, LLC. Dinosaur Financial Group, LLC is a Limited Liability Company formed in May 2000. The firm is registered to operate in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a single SEC registration. The firm has disclosed five regulatory events and one arbitration event.

Not reported

Assets Under Management

Not reported

Total Clients

14

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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Stephanie Bosso’s Registration & Firm History

NY

11/22/2016 - Present

Dinosaur Financial Group, LLC (NEW YORK NY)

NY

11/26/2014 - 12/06/2016

CANTONE RESEARCH INC. (New York NY)

NY

11/26/2007 - 11/24/2014

MURPHY & DURIEU (NEW YORK NY)

NY

06/17/2002 - 10/04/2007

MUNICIPAL PARTNERS, LLC (NEW YORK NY)

NY

04/09/2002 - 08/08/2002

CANTOR FITZGERALD PARTNERS (NEW YORK NY)

NY

03/15/2002 - 03/22/2002

MURPHY & DURIEU (NEW YORK NY)

NJ

02/03/1997 - 06/15/2001

THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)

NY

06/02/1993 - 01/10/1997

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

NY

10/22/1986 - 05/04/1993

TITUS AND DONNELLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Bosso.
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