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Guillermo R
Series 63
Ithaca, NY
Bolton Securities Corporation
Guillermo Rossi is a financial advisor with Bolton Securities Corporation, holding a Series 63 designation and 16 years of industry experience. He has worked at UBS Financial Services Inc. for 12 years before joining Bolton Global Asset Management and Bolton Global Capital in 2023. Outside of his advisory role, he is the owner and managing director of NY Capital Markets LLC and also manages Martik LLC, both entities related to securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and tactical flexibility.
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