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David Bossov

Investment Adviser Representative at QUARTZ PARTNERS INVESTMENT MANAGEMENT

Deerfield, ILCRD #2200542Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Bossov has worked in the securities industry since 2010. They have passed the Series 66, 63, 7, and 3 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/7/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 12/14/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/21/2009
Series 3
National Commodity Futures Examination
Passed 1/6/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Active Strategies - $0 to $499,999.990.75%
Active Strategies - $500,000 to $2,999,999.990.60%
Active Strategies - $3,000,000 and above0.50%
Passive Strategies - $0 to $499,999.990.48%
Passive Strategies - $500,000 to $2,999,999.990.40%
Passive Strategies - $3,000,000 and above0.35%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Quartz Partners Investment Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

QUARTZ PARTNERS INVESTMENT MANAGEMENTCurrent
4/1/2025Deerfield, IL
ETICO PARTNERS, LLCCurrent
3/17/2025Deerfield, IL
FIFTH THIRD SECURITIES, INC.
6/21/202312/20/2024Chicago, IL
WELLS FARGO CLEARING SERVICES, LLC
7/6/20216/14/2023Evanston, IL
MORGAN STANLEY
5/30/20147/8/2021Deerfield, IL
NEW ENGLAND SECURITIES CORPORATION
12/5/201112/31/2013Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Bossov has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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David Bossov - Financial Advisor in Deerfield, IL | AdvisorFinder