Dante Wilfredo Neyra

Current Employers

Employment History

• 06/2014 → Present
  Morgan Stanley
  Ft. Lauderdale, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2023 → Present
  Bolton Global Capital
  Bolton, MA
• 10/2023 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2014-07-07 → 2023-10-04
  Morgan Stanley
  Fort Lauderdale, FL
• 1999-10-25 → 2014-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
  Fort Lauderdale, FL

Other Businesses

1) Dante is also registered as an IAR with Bolton Securities Corporation, an SEC licensed IA. Investment related and conducted from Branch location. Dante operates under the title 'International Financial Advisor', using the DBA 'Bolton Global Capital'. 2) Licensed to sell fixed insurance products. Dante uses his insurance license to sell Variable Annuities only, which are sold through Bolton Global Capital. Conducted from Branch location and Variable Annuities are investment related. Dante does not sell fixed insurance products. 3) Co-owner and Principal of Neyra De La Torre Global Wealth, LLC. This LLC is used for accounting purposes related to Bolton investment services and is not publicly advertised. Began 10/09/2023 in Florida. Management of LLC is balanced with providing investment services, but takes up a nominal amount of time. Not investment related and conducted from Branch location. 4) Owner and Principal of DNP Global, LLC. LLC is used for personal accounting purposes. Not publicly advertised. Began 10/09/2023 in Florida. Not investment related and is conducted from Branch location. Management of LLC is balanced with providing investment services, but takes up a nominal amount of time.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-07-28

Other Names

• Dante Wilfredo Neyra
• Dante Wilfredo Neyra