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 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
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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