Inactive

Giovanni Forte

Bolton Investment

Claim This Profile

Current Employers

Bolton Investment

1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-12-04

MD RA
APPROVED

Since 2025-12-04

Branch Locations

1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bolton Partners Investment Consulting Group	Towson	MD	07/2016	Present

07/2016 → Present

Bolton Partners Investment Consulting Group

Towson, MD

Previous Registrations

2016-05-31 → 2016-07-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
2013-07-24 → 2014-10-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

College Park, MD

Baltimore, MD

Montgomery, MD
2013-03-12 → 2013-07-12

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-08

S66 Uniform Combined State Law Examination

2013-03-08

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

BASE MANAGEMENT CO

CAPITAL ADVISOR MANAGEMENT

FINANCIAL COUNCIL, LLC

SCHIFF WEALTH ADVISORS, LLC

DYER FINANCIAL ADVISORY

LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE

WILLIAM JUDSON SOKOL

MICHAEL LOYD CRABB

WILLIAM ROBERT SWARTZ

ERIC WILLIAM HART

GEORGE RAY VAN DYKE

GREGORY CHARLES VERMEULEN

LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

SFG WEALTH MANAGEMENT · Towson, MD

LPL FINANCIAL LLC · TOWSON, MD

BASE MANAGEMENT CO · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

CAPITAL ADVISOR MANAGEMENT · TOWSON, MD

FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor