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FIRM PROFILE
Overview
BOLTON GLOBAL CAPITAL is located at 579 Main Street, Bolton, MA 01740 and was first established at Boston, Massachusetts in 11/29/1984. After operating for 41 years, BOLTON GLOBAL CAPITAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BOLTON GLOBAL CAPITAL’s clients are individuals and 0% of their clients are high net worth individuals. BOLTON GLOBAL CAPITAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BOLTON GLOBAL CAPITAL are registered to handle securities or provide financial advice. The firm has 18 disclosures, 11 being regulatory events, 4 being client events, and 3 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BOLTON GLOBAL CAPITAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BOLTON GLOBAL CAPITAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for BOLTON GLOBAL CAPITAL and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
579 Main Street, Bolton, MA 01740
579 Main Street, Bolton, MA 01740
Medium
(978) 779-5361
Massachusetts since 11/29/1984
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| GRENIER, RAYMOND GERARD | CHAIRMAN OF THE BOARD | 1404159 | |
| BEALS, MATTHEW GEORGE | PRESIDENT AND CHIEF OPERATING OFFICER | 5157251 | |
| CATALDO, JOHN GENNARO | CHIEF ADMINISTRATIVE AND LEGAL OFFICER | 5707721 | |
| MAHLE, DAPHNE JANE | CHIEF COMPLIANCE OFFICER | 4367277 | |
| PRESKENIS, STEVEN CHRISTOPHER | CHIEF EXECUTIVE OFFICER | 4410822 | |
| TARPEY, STEVEN R | CHIEF FINANCIAL OFFICER | 6640625 |
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Advisor's working at BOLTON GLOBAL CAPITAL
Victor Kelvin Hernandez
Raul Rohr
Jose Javier Cano
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