Alan Bolotin is a ChFC-designated registered investment advisor, based in Delray Beach, FL, with 33 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Delray Beach, FL
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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 ActivitiesSells Insurance
Alan owns rental property and is the owner/president of multiple LLCs established for tax efficiency. He is also an insurance agent since 1992, selling dental, group disability income, disability, life/accident/health, long-term care, and group benefits, dedicating minimal time to this.
Employment History
Current Registrations
Dai Securities, LLCBroker
Prosperity - an Eisneramper Company
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England SecuritiesBroker
Equity Services, INC.Broker
Berkshire Equity Sales, INC.Broker
State Registrations10 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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