Conny S De La Torre

Current Employers

Employment History

• 06/2014 → Present
  Morgan Stanley
  Ft Lauderdale, FL
• 02/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 10/2023 → Present
  Bolton Global Capital
  Bolton, MA
• 10/2023 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2014-07-02 → 2023-10-04
  Morgan Stanley
  Fort Lauderdale, FL
• 2014-05-06 → 2014-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL

Other Businesses

1)Conny is also registered as an IAR with Bolton Securities Corporation, an SEC licensed IA. Investment related and conducted from Branch location. Conny operates under the title 'Financial Advisor', using the DBA 'Bolton Global Capital'. 2) Licensed to sell fixed insurance products. Conny uses her insurance license to sell Variable Annuities only, which are sold through Bolton Global Capital. Conducted from Branch location and Variable Annuities are investment related. Conny does not sell fixed insurance products. 3) Co-owner and Principal of Neyra De La Torre Global Wealth, LLC. This LLC is used for accounting purposes related to Bolton investment services and is not publicly advertised. Began 10/09/2023 in Florida. Management of LLC is balanced with providing investment services, but takes up a nominal amount of time. Not investment related and conducted from Branch location. 4) Owner and Principal of CDLT Global, LLC. LLC is used for personal accounting purposes. Not publicly advertised. Began 10/09/2023 in Florida. Not investment related and is conducted from Branch location. Management of LLC is balanced with providing investment services but takes up a nominal amount of time.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-01

Designations

Other Names

• Conny Stephany De La Torre
• Conny S De La Torre
• Conny De La Torre