Adelfa Rosario

Current Employers

Employment History

• 12/2014 → 12/2017
  Safra National Bank Of New York
  New York, NY
• 05/2015 → 12/2017
  Safra Securities Llc
  New York, NY
• 12/2017 → Present
  Bolton Global Capital
  Bolton, MA
• 12/2017 → Present
  Bolton Securities Corporation
  Bolton, MA

Other Businesses

1) Advisor is also an IAR with Bolton Global Asset Management, DBA AiM Fidelis and acting as Managing Director. Investment related. Hour vary and are balanced with branch duties and commission-based business. Conducted from branch location. Approved for providing investment advisory services on Charles Schwab Platform. 2) Owner of AiM Fidelis Wealth Solutions, LLC, entity created to operate securities and investment advisory services with current Broker Dealer and Investment Advisor. Conducted from branch location. Not investment related. Created upon association with current firm. Minimal time spent managing this entity. 3) Plan sponsor and trustee of AiM Fidelis Wealth Solutions, LLC 401K plan. Personally investment related. Conducted from Branch location. Began 01/01/2019 and spends up to 2 hours per month, 1 during business hours. Rep is contact person. Began 01/01/20219.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-19

Other Names

• Adelfa Rosario
• Adelfa Altagracia Rosario
• Adelfa Rosario Brady