William Ignacio Kriz Pakciarz

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

• 01/2013 → 09/2016
  Biscap Srl
  Montevideo
• 10/2016 → Present
  Sun Partners S.A. / Sun Partners Uruguay S.A.
  Montevideo
• 08/2019 → Present
  Bolton Global Capital
  Bolton, MA
• 12/2019 → Present
  Bolton Global Asset Management
  Bolton, MA

Other Businesses

1)OWNER OF VIOLESAN, SRL, A PRIVATE COMPANY ESTABLISHED IN URUGUAY, AND ACTING AS ECONOMIC CONSULTANT, ANALYZING ECONOMIC ACTIVITY AND INFORMATION. BEGAN 11/01/2016. NOT INVESTMENT RELATED. CONDUCTED IN MONTEVIDEO, URUGUAY, BUT NOT AT BRANCH LOCATION. 30 HOURS DEVOTED TO ACTIVITY PER MONTH, NOT DURING TRADING HOURS. 2)WILLIAM IS EMPLOYED BY SUN PARTNERS S.A./SUN PARTNERS URUGUAY S.A. AS DIRECTOR. ENTITIES ACT IN UNISON AS FOREIGN INVESTMENT ADVISORY FIRM LICENSED WITH CENTRAL BANK OF URUGUAY. SUN PARTNERS S.A. IS SAME LOCATION AS BRANCH IN MONTEVIDEO, URUGUAY. SUN PARTNERS URUGUAY S.A. IS LOCATED AT PRESENT NON-REGISTERED LOCATION. START DATE OCTOBER, 2016. THIS REPRESENTS FULL-TIME JOB WHICH IS CONDUCTED ALONG WITH ROLE AS REGISTERED REPRESENTATIVE OF BOLTON GLOBAL CAPITAL AND INVESTMENT ADVISER REPRESENTATIVE OF BOLTON GLOBAL ASSET MANAGEMENT. 3)WILLIAM IS REGISTERED AS INVESTMENT ADVISOR REPRESENTATIVE WITH BOLTON GLOBAL ASSET MANAGEMENT, SEC LICENSED INVESTMENT ADVISOR. ACTIVITY IS CONDUCTED FROM SAME LOCATION AS BRANCH. INVESTMENT RELATED. BEGAN DECEMBER 2019. ACTIVITY TAKES UP MINIMAL TIME COMPARED TO ROLE AS REGISTERED REPRESENTATIVE WITH BOLTON GLOBAL CAPITAL AND EMPLOYMENT WITH FOREIGN ADVISORY FIRMS. 4) CO-OWNER OF PERSONAL INVESTMENTS COMPANIES THAT MANAGE INVESTMENT ACCOUNTS. PERSONALLY INVESTMENT RELATED AND POTENTIALLY MANAGED FROM BRANCH LOCATION.

Designations

• Chartered Financial Analyst

Other Names

• William Ignacio Kriz
• William Kriz