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JG

Josecarlos Gomez-bolanos

ASTRIS SECURITIES
WASHINGTON, DC 20006
CRD#: 7959477
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JG
Josecarlos Gomez-bolanosASTRIS SECURITIES

Professional summary

Josecarlos Gomez-bolanos is a registered financial professional currently at ASTRIS SECURITIES, LLC located in Washington, District Of Columbia.

Josecarlos is registered as a RR (Registered Representative) and started their career in finance in 2024. Josecarlos has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Josecarlos Gomez-bolanos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2026 - Present

ASTRIS SECURITIES, LLC

Office #1: 1627 Eye Street, Nw, Washington, DC 20006
BD
CRD#: 300588
WASHINGTON, DC
Past

November 12, 2024 - May 21, 2026

SCOTIA CAPITAL (USA) INC.

BD
CRD#: 2739
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(5/28/2026)
RR
New York
(5/28/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/29/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/12/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/24/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ASTRIS SECURITIES, LLC
ASTRIS SECURITIES, LLC

CRD#: 300588 / SEC#: , 8-70306

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1627 Eye Street, Nw, Washington, DC 20006
Mailing Address
5185 Macarthur Blvd Nw Ste 103, Pmb#717, Washington, DC 20016
Phone number
(202) 350-4971
Established
Delaware since 01/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ASTRIS FINANCE, LLCMEMBER
BOUDET, JEAN-MARIE PAULCFO/COO/CCO7077596
COLLINS, TOBEY SUSANCEO7079537

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

ASTRIS SECURITIES, LLC

CRD#: 300588Washington, DC 20006

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