CB
Christopher G. Bolton
BOLTON INVESTMENT
Towson, MD 21204
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CRD#: 5655577
CB
Professional summary
Christopher Graham Bolton, who also goes by Christopher Bolton, is a registered financial advisor currently at BOLTON INVESTMENT located in Towson, Maryland.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Bolton
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) Bolton Partners, Inc - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Employee benefits and actuarial consulting. Title: IT Manager 02/2008 - 03/2009; 03/2009 COO. February 2008 start date. 80 hrs/mo and 72 hrs/mo during trading hours. I am responsible for the overall operations of the firm. 2) Bolton Health Actuarial, Inc - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Health actuarial review and rate setting. Title: COO. January 2016 start date. 16 hrs/mo and 14.5 hrs/mo during trading hours. I approve budgets and work with the managing directors on strategic planning. 3) Stratovize, LLC - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Voluntary benefits enrollment and benefits administration technology. I am a partner. January 2017 start date. 15 hrs/mo and 13.5 hrs/mo during trading hours. I am responsible for adherence to the capital contribution budget.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Graham Bolton'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
February 28, 2019 - Present
BOLTON INVESTMENT
Office #1: 1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204Office #2: 1200 Pearl St. Ste 222, Boulder, CO 80302RIA
CRD#: 104684
Towson, MD
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".
BI
BOLTON INVESTMENT
BOLTON HEALTH | BOLTON RETIREMENT | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | BOLTON OFFUTT DONOVAN INVESTMENT CONSULTING GROUP, INC. | BOLTON OFFUTT DONOVAN INVESTMENT CONSULTING GROUP INC. | BOLTON INVESTMENT
CRD#: 104684 / SEC#: 801-46685
RIA
Registered Investment Advisory firm - (7/6/1994 Approved)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
Colorado(3/3/2022)
IAR
Maryland(2/28/2019)
Current Firm
BI
BOLTON INVESTMENT
BOLTON HEALTH | BOLTON RETIREMENT | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | BOLTON OFFUTT DONOVAN INVESTMENT CONSULTING GROUP, INC. | BOLTON OFFUTT DONOVAN INVESTMENT CONSULTING GROUP INC. | BOLTON INVESTMENT
CRD#: 104684 / SEC#: 801-46685
RIA
Registered Investment Advisory firm - (7/6/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204
Mailing Address
Phone number
(410) 547-0500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 138,533,476 |
Red Flags
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