A complete list of active advisors currently associated with BOS Taurus
Warmer can help you find a great advisor at BOS Taurus or one who fits your needs even better.
Bos Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. Its brochure describes personalized Investment Policy Statements and discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds, annuities and cryptocurrencies. The firm documents client goals and risk tolerance in an IPS and operates as a fiduciary, generally implementing strategies under discretionary authority. Its methods include charting, fundamental and quantitative analysis, and it uses both long- and short-term trading approaches as well as options, margin, and short-sale strategies. Compared with peers, Bos Taurus is small in scale—two advisors reporting about $23 million in discretionary assets across roughly 21 clients—and discloses use of higher‑risk instruments and cryptocurrency exposure that are less common for similarly sized supported firms. The brochure also notes a required custodian (Interactive Brokers), no account minimum, and that the firm does not aggregate block trades, and the firm’s size and client statistics suggest it does not primarily target high‑net‑worth households.
To learn more about the advisors currently working at BOS Taurus, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse BOS Taurus's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bronx, NY
| 2
| |
Diamond Bar, CA
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)