Stephen Bolaris, financial advisor Morgan Hill CA
90 score

Stephen Bolaris

CRD Number: 6058374
Current Firm: Legend Advisory Corporation

Stephen Bolaris (CRD# 6058374) is an Investment Advisor Representative working at Legend Advisory Corporation in Morgan Hill, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Aug 2014 - Current 2
Legend Advisory Corporation Palm Beach Gardens, FL Aug 2014 - Current 2
Bank Of America, N.a San Jose, CA Oct 2012 - Aug 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated San Jose, CA Apr 2012 - Aug 2014 2
Unemployed Morgan Hill, CA May 2011 - Apr 2012 < 1
Sourcecorp Hov Des Moines, IA Jan 2011 - May 2011 < 1
Unemployed Morgan Hill, CA Nov 2010 - Jan 2011 < 1
Fssi Santa Ana, CA Oct 2007 - Nov 2010 3
Infoimage Menlo Park, CA Apr 2000 - Oct 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Stephen Bolaris
Phone Number: (866) 774-8671
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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