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Okan Inaltay

COMCAP HOLDINGS
SAN JUAN, PR
·CRD# 6300159·6 years experience

Professional Summary

Okan Inaltay is a registered financial advisor currently at COMCAP HOLDINGS LLC located in San Juan, undefined. Okan is registered as a RR (Registered Representative) and started their career in finance in 2020. Okan has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

COMCAP HOLDINGS LLC·CRD# 283514
BD
1666 Ave Ponce De Leon, San Juan, PR 00909
August 16, 2024 - Present
GP BULLHOUND INC.·CRD# 147794
BD
San Francisco, CA
June 9, 2020 - June 20, 2024

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Current Firm

CH
COMCAP HOLDINGS LLC

COMCAP HOLDINGS LLC | COMCAP LLC

CRD#: 283514 / SEC#: 8-69759
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1666 Ave Ponce De Leon, San Juan, PR 00909

Mailing Address

11816 Inwood Rd Pmb 7024, Dallas, TX 75244

Phone Number

(415) 235-8270

Established

Puerto Rico since 04/06/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BOHLIG, ARON MATTHEWPRESIDENT/CEO/CCO/MANAGING MEMBER4583221
JUILIANO, COLLEEN JANEFINOP4818898

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/5/2025)
RR
Puerto Rico
(8/16/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jun 2020About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed May 2020About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Okan Inaltay's CRS (Customer Relationship Summary).

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