Eric Paul Zine

Current Employers

Employment History

• 10/2009 → Present
  Delta Equity Services
  Bolton, MA
• 10/2009 → Present
  Delta Global Asset Management
  Bolton, MA

Other Businesses

1) Investment Advisor Representative of Bolton Global Asset Management. Doing business under Elm Tree Capital, LLC. Investment related and conducted from branch location. This role representative full-time position and is balanced with brokerage business. 2) Founder and President of Elm Tree Capital, LLC, entity created to operate securities and investment advisory businesses. Investment related and conducted from branch location. Began upon association with current firm. 3) Attorney at law working as a sole-proprietor under 'Law Office of Eric P. Zine'. Not investment related. Conducted from branch office location. Spends approximately 15 hours per month on activity outside of trading hours. Began in 2010. 4) Licensed to sale fixed insurance products. Conducted under 'Elm Tree Capital, LLC'. Investment related to extent that a product fits into a client's financial picture. Conducted from branch location. Spends minimal time selling insurance policies as main lines of business are as attorney at law and as financial advisor. Began in 2010. 5) Notary public. Conducted under 'Law Office of Eric P. Zine'. Not investment related. Spends minimal to no time on this activity. Began in 2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-20
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Designations