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Bolton Securities Corporation CRD 129376
$8.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2012 | 06/2017 |
| Bolton Global Capital | Bolton | MA | 07/2017 | Present |
| Bolton Securities Corp | Bolton | MA | 07/2017 | Present |
1) Fixed insurance licensed. Conducted from Branch location and not investment related. Activity began on 2/19/2020. Less than one hour spent a month during trading hours on activity. 2) Notary public. Conducted from Branch location and not investment related. Activity began on 7/13/2022. Less than one hour spent a month during trading hours on activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-14 |
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