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Martin Yanguela

BOLTON GLOBAL CAPITAL
Bolton, MA 01740
Some features on this profile are disabled
CRD#: 6599959
MY

Professional summary

Martin Yanguela is a registered financial professional currently at BOLTON GLOBAL CAPITAL located in Bolton, Massachusetts.

Martin is registered as a RR (Registered Representative) and started their career in finance in 2016. Martin has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Martin Yanguela's CRS (Customer Relationship Summary).
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 14, 2016 - Present

BOLTON GLOBAL CAPITAL

Office #1: 579 Main Street, Bolton, MA 01740
BD
CRD#: 15650
Bolton, MA
Past

January 6, 2016 - July 5, 2016

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
MONTEVIDEO,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

SRO Registrations
RR
FINRA

Current Firm

BG
BOLTON GLOBAL CAPITAL
BOLTON GLOBAL CAPITAL | DELTA EQUITY SERVICES CORPORATION | CLARY FINANCIAL PLANNING SERVICES INC. | CLARY FINANCIAL PLANNING SERVICES

CRD#: 15650 / SEC#: , 8-33222

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) 779-5361
Established
Massachusetts since 11/29/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRENIER, RAYMOND GERARDCHAIRMAN OF THE BOARD1404159
BEALS, MATTHEW GEORGEPRESIDENT AND CHIEF OPERATING OFFICER5157251
CATALDO, JOHN GENNAROCHIEF ADMINISTRATIVE AND LEGAL OFFICER5707721
MAHLE, DAPHNE JANECHIEF COMPLIANCE OFFICER4367277
PRESKENIS, STEVEN CHRISTOPHERCHIEF EXECUTIVE OFFICER4410822
TARPEY, STEVEN RCHIEF FINANCIAL OFFICER6640625

Disclosures

Regulatory Event11
Arbitration3
Bond4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

BOLTON GLOBAL CAPITAL

CRD#: 15650Bolton, MA 01740

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