Efren E. Bolisay
Professional summary
Efren Edward Bolisay JR, who also goes by Ef Bolisay Jr, is a registered financial advisor currently at SITRIN CAPITAL MANAGEMENT, LLC located in Century City, California.
Efren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Efren has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Efren Edward Bolisay JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2016 - Present
SITRIN CAPITAL MANAGEMENT, LLC
Office #1: 2029 Century Park East Suite 400, Century City, CA 90067February 17, 2012 - February 29, 2016
SITRIN CAPITAL MANAGEMENT LLC
May 11, 1999 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 2, 1998 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 24, 1998 - November 24, 1998
IDS LIFE INSURANCE COMPANY
September 24, 1998 - November 24, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
SITRIN CAPITAL MANAGEMENT, LLC
CRD#: 282436 / SEC#: 801-107216
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2016)
Exams
Current Firm
SITRIN CAPITAL MANAGEMENT, LLC
CRD#: 282436 / SEC#: 801-107216
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 619 |
| AUM (Assets Under Management) | $ 326,209,143 |
Red Flags
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