Adelfa Rosario
Adelfa Rosario is a registered investment advisor at Bolton Global Asset Management, based in New York, NY, with 13 years of industry experience. Adelfa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
489 5th Avenue, 21st Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adelfa is an IAR with Bolton Global Asset Management, DBA AiM Fidelis, acting as Managing Director, and owns AiM Fidelis Wealth Solutions, LLC. She also acts as plan sponsor and trustee of AiM Fidelis Wealth Solutions, LLC 401K plan, spending minimal time on this.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Safra Securities LLCBroker
Safra Securities LLCBroker
Citicorp Financial Services,inc.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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