Marcelo Elias Charul

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

• 09/2011 → 12/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 01/2017 → Present
  Bolton Global Capital
  Bolton, MA
• 01/2017 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2012-05-01 → 2017-02-03
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

1)Investment Advisor Representative with Bolton Global Asset Management, doing business as Bolton Global Capital, offering fee-based asset management services. Investment related. Conducted from branch location. This role represents full-time job, balanced with management duties within branch. Began upon association with current firm. 2)Owner and manager of GFA Wealth Management, LLC, entity created to operate securities and investment advisory businesses. Created February of 2017. Investment related and conducted from branch location. Spends approximately one hour per month on management duties. Is not used to market investment related business. 3)Co-owner of residential rental property located in Miami, FL. Not investment related and not conducted from branch location. Maximum one hour spent on activity per month. Began 11/01/2012.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-27

Other Names

• Marcelo Charul