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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-21 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 09/2016 |
| Bolton Global Capital | Bolton | MA | 09/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 09/2016 | Present |
1) Investment Advisor Representative of Bolton Global Asset Management providing fee-based asset management services. Conducted from branch location and is investment related. Spends approximately 11 hours per month. Began upon association with current firm. 2) Owner of Pinheiro Advisors, Inc., s-corp created to receive payments associated with securities and investment advisory services. Not investment related and conducted from branch location. Does not spend more than 1 hour per month on activity. 3) Co-owner and shareholder of Assurance Corporate Services LLC. Entity established 04/2025 in state of Florida. Purpose of entity is to facilitate offshore corporate filings and services. Conducted from Branch location. Not investment related. 0 to 5 hours spent per month outside business hours. https://assurancecorporate.com/
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-21 |
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