John Louis Rotonti
Investment adviser representative at Bastion Fiduciary
12 yearsExperience
3 statesRegistered in
$125.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bastion FiduciaryAug 2024 to now
- Islamorada Investment ManagementAug 2024 to now
- UnemployedApr 2023 to Jul 2024
- The Motley FoolJul 2014 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Bastion Fiduciary
Legal name: Bastion Fiduciary, LLC
$125.2MAssets managed
242Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5793151
- Firm CRD
- 333420