Marco Oreamuno

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

• 09/2010 → 01/2019
  Morgan Stanley Smith Barney
  Miami, FL
• 01/2015 → 01/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2019 → Present
  Bolton Global Capital
  Bolton, MA
• 01/2019 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2010-09-10 → 2019-01-25
  Morgan Stanley
  New York, NY
  Miami, FL
• 2005-06-17 → 2010-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
  New York, NY
  El Paso, TX

Other Businesses

1) Registered Representative is also registered with Bolton Global Asset Management, providing advisory services as an Investment Advisor. Investment related and conducted from Branch location. Hours spent per month vary and are balanced with commission-based business and Branch management duties. 2) owner of 'Lions Hills Investments, LLC. Entity is used for facilitating the operations of securities and investment advisory services. Not directly investment related. Conducted from branch location. This entity is not public facing. Filed January 2019.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-16