Eduardo I Cadenas

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

• 03/2015 → 06/2023
  Morgan Stanley
  Miami, FL
• 07/2015 → 06/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2023 → Present
  Bolton Global Capital
  Bolton, MA

Previous Registrations

• 2015-06-18 → 2023-06-06
  Morgan Stanley
  Miami, FL

Other Businesses

1) RR IS DUEAL REGISTERED WITH BOLTON SECURITES, AN SEC REGISTERED IA FIRM. 2) Owner of CL Capital, LLC, entity created for accounting purposes related to Bolton securities and investment advisory services being provided. Not investment related. Conducted from Branch location. Created June 2023 in Florida. Nominal amount of time spent managing LLC. 3) Owner of Pima Real Estate, LLC, an entity created as a holding company for his rental property in Miami, FL. Not investment related. Conducted from his residence in Madrid. Created August 2025 in Florida. Minimal amount of time spent managing LLC.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-22

Other Names

• Eduardo I Cadenas
• Eduardo I Cadenas -Celi
• Eduardo I Cadenas Celi