MC
Monica P. Calabrese
BOLTON SECURITIES
NEW YORK CITY, NY 10168
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CRD#: 4750126
MC
Professional summary
Monica Piera Calabrese, who also goes by Monica Piera Allegri, is a registered financial advisor currently at BOLTON SECURITIES CORPORATION located in New York City, New York.
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Monica has worked at 4 firms and has passed the Series 7 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Monica Piera Allegri
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Partner and Founder of Moneyology LLC, Start Date: 03/04/2024, Address: 1110 Brickell Ave Suite 210-A, Miami, FL 33131, Director, No compensation. Company engage in providing a financial education for women. No investment related and not conducted from Branch location. devotes 5 hours per month outside business hours. 2) Owner and Principal of Mac Advisory, LLC. LLC established 08/03/2023 and operated in NYC. Purpose is to operate investment advisory business. Not used as DBA. Monica spends 12 hours a month, potentially during trading hours. Not directly investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Monica Piera Calabrese's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 28, 2025 - Present
BOLTON SECURITIES CORPORATION
Office #1: The Chanin Building 122 East 42nd Street Suite 4105, New York City, NY 10168RIA
BD
CRD#: 129376
NEW YORK CITY, NY
Past
May 30, 2021 - March 20, 2025
LIFEINVEST WEALTH MANAGEMENT, LTD
RIA
CRD#: 146966
New York, NY
Past
January 1, 2005 - May 19, 2008
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
NEW YORK, NY
Past
April 5, 2004 - January 1, 2005
HSBC BROKERAGE (USA) INC.
BD
CRD#: 6956
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(3/28/2025)
Exams
General Industry/Product Exam
Current Firm
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
579 Main Street, Bolton, MA 01740
Mailing Address
579 Main Street, Bolton, MA 01740
Phone number
(978) 779-6947
Established
Delaware since 07/30/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
154
SEC notice filing (38 States and Territories)
FINRA licenses (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,977 |
| AUM (Assets Under Management) | $ 7,004,872,405 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
