Gregory
Pettys
Bos Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Pettys is a certified financial planner and chartered financial consultant who works in Springfield, Illinois with 1 year of industry experience. Pettys is an advisor for Bos Asset Management, LLC. Their career trajectory has included roles at Pruco Securities, LLC, Prudential, Mass Mutual Life Insurance, Mml Investors Services, LLC, Aspire And Associates Of America, Inc, Fresh Start-Financial Education Services, Bank Of Springfield and Bos Asset Management, LLC. Pettys maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Missouri. Bos Asset Management, LLC is a registered investment firm based in Springfield, IL. It has a total of nine people on staff. It handles $636 million in assets under management across its 884 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 884 customer accounts, 20% are held by high-net-worth individuals who have at least $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually depend on which service is offered. Fees billed by Bos Asset Management, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bos Asset Management, LLC Brokerage Details
$635,702,210
9
884
$719,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Pettys Work History
Gregory has been registered as a financial advisor for 1 years.*
Bank Of Springfield
Bos Asset Management, LLC
Mml Investors Services, LLC
Aspire And Associates Of America, Inc
Mass Mutual Life Insurance
Fresh Start-Financial Education Services
Pruco Securities, LLC
Prudential
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Pettys to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bos Asset Management, LLC
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Jacksonville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
