Larry Raphael Rozas
Investment adviser representative at Bolton Global Asset Management
10 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
Are you Larry Raphael Rozas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Bolton Securities CorporationApr 2025 to now
- Bolton Global Asset ManagementApr 2025 to now
- Bolton Global CapitalApr 2025 to now
- Consensus Securities, LLCNov 2024 to Apr 2025
- Republic PartnersOct 2024 to Apr 2025
- Northbound SecuritiesSep 2024 to Apr 2025
- Atomic VaultsAug 2024 to Apr 2025
- Fintron Invest and Fintron AdvisoryApr 2024 to Apr 2025
- Sine Qua Non Global LLCApr 2024 to Apr 2025
- Florida Atlantic Securities Corp.Jan 2024 to Apr 2024
- Truist Investment Services Inc.Feb 2023 to Jan 2024
- Citi International Financial Services LLCSep 2019 to Jan 2023
- Citibank NASep 2019 to Jan 2023
- Insight SecuritiesJun 2017 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bolton Global Asset Management
Legal name: Bolton Securities Corp
$8.3BAssets managed
7,365Clients
139Advisers
20 yearsIn 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
- 6029752
- Firm CRD
- 129376