AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RB

Robert C. Bolden

BOLDEN WEALTH MANAGEMENT
Royal Oak, MI
Some features on this profile are disabled
CRD#: 6557762
RB

Professional summary

Robert Craig Bolden JR, who also goes by Robert Bolden Jr, Robert Craig Bolden, is a registered financial advisor currently at BOLDEN WEALTH MANAGEMENT located in Royal Oak, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Bolden Jr | Robert Craig Bolden

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Craig Bolden JR'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®
None

Experience

Current

July 6, 2021 - Present

BOLDEN WEALTH MANAGEMENT

RIA
CRD#: 314076
Royal Oak, MI
Past

September 30, 2025 - December 31, 2025

CIG ASSET MANAGEMENT, INC.

RIA
CRD#: 123609
SOUTHFIELD, MI
Past

April 28, 2022 - December 31, 2024

ARNOLD AND MOTE WEALTH MANAGEMENT

RIA
CRD#: 283698
Royal Oak, MI
Past

September 21, 2020 - March 23, 2021

PFS INVESTMENTS INC.

RIA
CRD#: 10111
DETROIT, MI
Past

August 18, 2018 - March 23, 2021

PFS INVESTMENTS INC.

BD
CRD#: 10111
DETROIT, MI

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
Michigan
(7/6/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/18/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BOLDEN WEALTH MANAGEMENT
BOLDEN INVESTMENTS | THE MONEY QB | BOLDEN WEALTH MANAGEMENT LLC | BOLDEN WEALTH MANAGEMENT | BOLDEN INVESTMENTS LLC

CRD#: 314076 / SEC#:

Michigan
Registered Investment Advisory firm - (1/26/2026 Termination Requested)
Texas
Registered Investment Advisory firm - (1/26/2026 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Ferndale, MI
Mailing Address
Phone number
(313) 314-9536
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 774,795

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.

Company Information

BOLDEN WEALTH MANAGEMENT

CRD#: 314076Royal Oak, MI

TRUST BUT VERIFY

Monitor Robert Bolden

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.