# Bill Losey Retirement Solutions

Bill Losey Retirement Solutions is a Bank / Wealth / Trust based in Greenwich, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** Greenwich, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** billlosey.com

## Regulatory record

- **CRD number:** 140731
- **SEC file number:** 801-78201
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140731

## About

Bill Losey Retirement Solutions was established in 2005. It functions as a US-based wealth manager. The firm supplies investment advisory services to individuals and high-net-worth individuals. Services include asset allocation and portfolio management. No additional offices, team size, or dated operational events from the last 24 months are recorded.

## Questions

### What services does Bill Losey Retirement Solutions provide?

The firm provides investment advisory services including asset allocation, portfolio management, and financial planning.

### Who are the clients of Bill Losey Retirement Solutions?

The firm advises individuals and high-net-worth individuals.

## Related profiles

- [Billionhome](https://altss.com/profile/billionhome)
- [Bill Morrisons](https://altss.com/profile/bill-morrisons)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bill-losey-retirement-solutions

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