Sami
Boghos
Retirable
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About this Advisor
Sami Boghos is a financial advisor based in New York, New York, working with Retirable. Sami has previously held positions at Emc Corporation, Greenwich Strategy, Policygenius, and Retirable. Sami has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Sami is part of Retirable, which operates out of New York, New York. The firm has 12 employees and manages assets totaling $60.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirable includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Retirable Brokerage Details
$60,466,660
12
429
$140,948
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sami Boghos Work History
Retirable
Policygenius
Greenwich Strategy
Emc Corporation
Disclosures
Please visit the SEC profile of Sami Boghos 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 Retirable
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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