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Ileana Maria Boza

Crito Capital LLC

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About Ileana Maria Boza

Ileana Boza is a registered representative with Crito Capital LLC, holding both a Series 63 and Series 82 license, along with the Securities Industry Essentials Examination (SIE). Ileana is based in New York, New York.

Firm Information

Ileana Boza is currently registered with Crito Capital LLC. Crito Capital LLC is a Limited Liability Company formed in May 2011. They provide non-discretionary investment advisory services to individuals and corporations. The firm is registered with the SEC and in 24 states.

Not reported

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary services

Non-discretionary services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Ileana Boza’s Registration & Firm History

NY

02/26/2018 - Present

Crito Capital LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2018

Series 82 - Limited Representative-Private Securities Offerings

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ileana Maria Boza.
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