Bolton Global Capital
Firm details
- Headquarters
- Bolton, Massachusetts
- CRD number
- 15650
- Registered since
- February 7, 1985
- Website
- boltonglobal.com
Firm profile
FINTRXOverview
Bolton Global Capital is organized as a corporation and is classified as an independent broker-dealer. According to FINTRX records the firm has been SEC-registered since 1985 and is individually owned. Public disclosures in the available dataset do not list a client base, fee structure, or detailed advisory activities. The firm is not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX also flags Bolton Global Capital as not being an active ESG investor and not acting as a capital allocator.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
John Cataldo
Chief Legal OfficerCRD 5707721
Federico Alonso
Chief Operating OfficerCRD 5866778
Daphne Mahle
Chief Compliance OfficerCRD 4367277
Contacts
3 of 180Karyn Soroa
Investment AdvisorCRD 5681318
Cesar Colis Vidal
Managing DirectorCRD 5697703
Carlos Lecour
Investment AdvisorCRD 5720964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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