Oscar Enrique Guevara

Employer firm

Bolton Securities Corporation CRD 129376

$8.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Bolton Global Capital
  Bolton, MA
• 07/2016 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2002-01-25 → 2016-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
  Coral Gables, FL

Other Businesses

1) Investment Advisor Representative of Bolton Global Asset Management, doing business as O.E.G. Capital Group and acting as President. Investment related and conducted from branch location. Spends approximately 170 hours per month on this activity during trading hours. Began upon association with current firm. 2) Owner and managing director of O.E.G. Capital Group, Inc., entity created to help facilitate securities and investment advisory businesses. Investment related and conducted from branch location. Spends nominal hours per month managing this entity. Began upon association with current firm. 3) Owner of residential rental property. Not investment property. Not conducted from Branch location.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-20
• S63 Uniform Securities Agent State Law Examination
  1997-03-04

Other Names

• Oscar E Guevara