Bolton Global Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
190
Avg account
$0

Firm details

Headquarters
Bolton, Massachusetts
CRD number
15650
Registered since
February 7, 1985

Firm profile

FINTRX

Overview

Bolton Global Capital is organized as a corporation and operates as an independent broker‑dealer under individual ownership. Publicly available snapshots provide limited detail on the firm’s client mix, advisory services, and fee arrangements. The firm does not present itself as a capital allocator or an active ESG investor, and it is not identified as a pension consultant, a related adviser, or a newly formed adviser. Because disclosed business-activity fields are sparse, it's unclear from the available data whether Bolton Global Capital runs an internal advisory platform or primarily provides clearing and brokerage services to affiliated representatives. The firm's profile reads as a broker‑dealer entity with an owner-driven structure rather than a registered multi-state advisory firm.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • John Cataldo

    John Cataldo

    Chief Legal OfficerCRD 5707721

  • Federico Alonso

    Federico Alonso

    Chief Operating OfficerCRD 5866778

  • Daphne Mahle

    Daphne Mahle

    Chief Compliance OfficerCRD 4367277

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Contacts

3 of 180
  • Karyn Soroa

    Investment AdvisorCRD 5681318

  • Cesar Colis Vidal

    Cesar Colis Vidal

    Managing DirectorCRD 5697703

  • Carlos Lecour

    Investment AdvisorCRD 5720964

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bolton, MA

Worcester

Location

Bolton, MA

Headquartered in Bolton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Worcester
Address
579 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth