Bolton Global Capital

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
188
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 is recorded as SEC-registered since 1985. The firm is held by an individual owner and appears in the dataset under an "Unclassified" business classification. Data fields flag the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset does not include descriptions of client segments, fee schedules, specific business or advisory activities, or manager allocation preferences. That absence limits what can be said about target clients, investment philosophy, or product mix from the available records.

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
  • Matthew Beals

    Matthew Beals

    Chief Operating OfficerCRD 5157251

  • John Cataldo

    John Cataldo

    Chief Legal OfficerCRD 5707721

  • Stephen Mayor

    Stephen Mayor

    President And CEOCRD 2910986

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Contacts

3 of 178
  • Carlos Lecour

    Investment AdvisorCRD 5720964

  • Gabriella Espaillat

    Gabriella Espaillat

    Investment Advisor Representative and Registered RepresentativeCRD 7815743

  • Eric Silva

    foreign associateCRD 2922146

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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