Bolton Global Capital

Broker-DealerFINRA MemberEst. 1985
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 that operates as an independent broker-dealer. The firm has been SEC-registered since 1985 and is privately owned by an individual. Available data indicate Bolton Global Capital does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The limited disclosures in the source suggest the firm functions more in a brokerage/distribution capacity than as a discretionary asset manager. There is no information provided about advisory activities, fee structures, or client segments in the dataset used for this profile.

Assets & Accounts

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

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Recent M&A activity

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Recent filings

FINTRX

Awards

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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