Michael
Zarlengo

B.O.S.S. Retirement Advisors, LLC

CRD#2434321
Investment Advisor
in Kirkland, WA

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About this Advisor

Michael Zarlengo is a financial advisor based in Kirkland, Washington, working with B.O.S.S. Retirement Advisors, LLC. Michael has previously worked at Alps Fund Services, Axa Advisors, LLC, Tdameritrade, Charles Schwab And Co., Inc, Exemplar Capital, LLC, Valiant Litigation Finance, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, B.O.S.S. Retirement Solutions, LLC, and B.O.S.S. Retirement Advisors, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Michael is part of B.O.S.S. Retirement Advisors, LLC, which operates out of Kirkland, Washington. The firm has 9 offices and 65 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and selection of other advisers. The fee structure at B.O.S.S. Retirement Advisors, LLC includes fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

10210 Ne Points Drive Suite 110
Kirkland, WA 98033

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B.O.S.S. Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$1,060,864,881

WA Average: $693,624,108
Total Number of Employees

65

WA Average: 12
Total Number of Accounts

11,886

WA Average: 1,115
Average Account Size

$89,253

WA Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Michael Zarlengo Work History

2025 - Present (0 year)

B.O.S.S. Retirement Solutions, LLC

2025 - Present (0 year)

B.O.S.S. Retirement Advisors, LLC

2024 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (1 year)

Bank Of America, N.A

2023 - 2024 (1 year)

Exemplar Capital, LLC

2023 - 2024 (1 year)

Valiant Litigation Finance, LLC

2022 - 2023 (1 year)

Charles Schwab And Co., Inc

2021 - 2022 (1 year)

Tdameritrade

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2019 - 2021 (2 years)

Tdameritrade

2010 - 2018 (8 years)

Alps Fund Services

Disclosures

Please visit the SEC profile of Michael Zarlengo 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 B.O.S.S. Retirement Advisors, LLC

Rachael Scott
South Jordan, UT
Melanie Tingey
Lehi, UT
Ryan Landvatter
Lehi, UT
Nathan Vought
Lehi, UT
Brandon Olson
Lehi, UT
Hanxu Qin
Kirkland, WA
Craig Roth
Lehi, UT
Adam Mortensen
Lehi, UT

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