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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-28 |
Branch Locations
The Chanin Building 122 East 42Nd Street Suite 4105, New York City, NY 10168 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emc Managers Consulting, Ltd | Ny | NY | 11/2007 | 05/2018 |
| Lifeinvest Wealth Management, Ltd | New York | NY | 05/2018 | 03/2025 |
| Bolton Global Asset Management | Bolton | MA | 03/2025 | Present |
1) Partner and Founder of Moneyology LLC, Start Date: 03/04/2024, Address: 1110 Brickell Ave Suite 210-A, Miami, FL 33131, Director, No compensation. Company engage in providing a financial education for women. No investment related and not conducted from Branch location. devotes 5 hours per month outside business hours. 2) Owner and Principal of Mac Advisory, LLC. LLC established 08/03/2023 and operated in NYC. Purpose is to operate investment advisory business. Not used as DBA. Monica spends 12 hours a month, potentially during trading hours. Not directly investment related.
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