Alan Bolotin is a ChFC-designated registered investment advisor, based in Owings Mills, MD, with 32 years of industry experience.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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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
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