Efren Bolisay, financial advisor Century City CA
93 score

Efren Bolisay

CRD Number: 3080389
Current Firm: Sitrin Capital Management, LLC

Efren Bolisay (CRD# 3080389) is an Investment Advisor Representative working at Sitrin Capital Management, LLC in Century City, CA and has over 18 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Century City CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
David Fried, financial advisor Century City CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Century City CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Company Name Location Dates Years
Sitrin Capital Management, LLC Century City, CA Feb 2016 - Current < 1
Sitrin Capital Management, LLC Century City, CA Feb 2012 - Feb 2016 4
Bank Of America Na Century City, CA Feb 2011 - Feb 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Century City, CA Nov 1998 - Feb 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Efren E. Bolisay
Phone Number: (424) 777-4400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Efren Bolisay and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.