Bolton Global Capital

Broker-DealerFINRA MemberEst. 1985

Total AUM

—

Advisory reps

189

Avg account

Firm details

Headquarters: Bolton, Massachusetts
CRD number: 15650
Registered since: February 7, 1985
Website: boltonglobal.com

Firm profile

FINTRX

Overview

Bolton Global Capital is organized as a corporation and has been SEC-registered since 1985. Filings identify the firm as individually owned and list its regulatory classification as unclassified. The firm does not report itself as a multi-state adviser, a capital allocator, a pension consultant, or a related adviser, and it is not flagged as an active ESG investor in the provided data.

Assets & Accounts

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 10

Matthew Beals
President and Chief Operating OfficerCRD 5157251
John Cataldo
Chief Legal OfficerCRD 5707721
Stephen Mayor
President and CEOCRD 2910986

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Contacts

3 of 179

Carlos Lecour
Investment AdvisorCRD 5720964
Gabriella Espaillat
Investment Advisor Representative and Registered RepresentativeCRD 7815743
Eric Silva
foreign associateCRD 2922146