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Efren Edward Bolisay

SITRIN CAPITAL MANAGEMENT, LLC·CENTURY CITY, California
Series 7, Series 63, Series 65Clean record27 years registeredSITRIN CAPITAL MANAGEMENT, LLC
2029 CENTURY PARK EAST, CENTURY CITY, CA 90067CRD# 3080389Firm CRD# 282436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Efren Edward Bolisay · CENTURY CITY, CA
Registration
CRD #3080389 · SITRIN CAPITAL MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

SITRIN CAPITAL MANAGEMENT, LLC
Feb 2016 – present
SITRIN CAPITAL MANAGEMENT LLC
Feb 2012 – Feb 2016
CENTURY CITY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 1999 – Feb 2012
CENTURY CITY, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 11, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SITRIN CAPITAL MANAGEMENT, LLC
CRD 282436 · SEC 801-107216
AUM
$296M
Regulatory assets under management
Employees
6
588 client accounts
Services offered by SITRIN CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SITRIN CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Efren Edward Bolisay offer?
Efren Edward Bolisay specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTURY CITY, California for a consultation.
What are Efren Edward Bolisay's credentials?
Efren Edward Bolisay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Efren Edward Bolisay located?
Efren Edward Bolisay is based in CENTURY CITY, California, working with SITRIN CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTURY CITY metropolitan area and surrounding communities.
How does Efren Edward Bolisay charge for services?
Efren Edward Bolisay's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SITRIN CAPITAL MANAGEMENT, LLC?
SITRIN CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SITRIN CAPITAL MANAGEMENT, LLC

Marcus Jay Sitrin
CENTURY CITY, CA
Ryan Gerard Sitrin
CENTURY CITY, CA
Scott Charles Sitrin
CENTURY CITY, CA

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