Guillermo
Rossi

Bolton Securities Corporation

CRD#5510039
Investment Advisor
in Jackson Heights, NY

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About this Advisor

Guillermo Rossi is a financial advisor based in Jackson Heights, New York, working with Bolton Securities Corporation. Guillermo has previously held positions at UBS Financial Services Inc, Bolton Global Capital, and Bolton Global Asset Management. Guillermo has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Guillermo is part of Bolton Securities Corporation, which operates out of Jackson Heights, New York. The firm has 65 offices and 153 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bolton Securities Corporation includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

Jackson Heights, NY

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Bolton Securities Corporation Brokerage Details

Total Assets Under Management

$5,853,942,197

NY Average: $16,012,751,954
Total Number of Employees

153

NY Average: 118
Total Number of Accounts

6,217

NY Average: 4,567
Average Account Size

$941,602

NY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Guillermo Rossi Work History

2023 - Present (2 years)

Bolton Global Capital

2023 - Present (2 years)

Bolton Global Asset Management

2011 - 2023 (12 years)

Ubs Financial Services Inc

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Disclosures

Please visit the SEC profile of Guillermo Rossi 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 Bolton Global Asset Management

Miguel Fernandez
Bolton, MA
Conny De La Torre
Miami, FL
Miguel Ballestas
Bolton, MA
Ivan Palacino
Bolton, MA
Timothy Edmond
Bolton, MA
Piero Velasquez
Bolton, MA
Diana Helliwell
Bolton, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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