Morgan Stanley
47yrs
Top advisor by experience in Deerfield
17yrs
David Bossov
Financial advisor at Quartz Partners Investment Management
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
OfficeDeerfield, IL
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Quartz Partners Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Apr 2025 – nowQuartz Partners Investment ManagementCurrent firm
- Jun 2023 – Dec 2024Fifth Third Securities, Inc.Previously
- Jul 2021 – Jun 2023Wells Fargo Clearing Services, LLCPreviously
- 2014 – 2021Morgan StanleyPreviously
- 2011 – 2013New England SecuritiesPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Quartz Partners Investment Management at 800-433-0422 and ask for David Bossov. David works from the Deerfield, IL office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Quartz Partners Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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