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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-29 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 05/2021 |
| Btg Pactual Us Capital, Llc | Miami | FL | 05/2021 | 08/2022 |
| Btg Pactual Us Capital, Llc | Miami | FL | 08/2022 | 02/2023 |
| Bolton Global Capital | Miami | FL | 04/2023 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2023 | Present |
1) Fernando is licensed as an IAR with Bolton Securities Corporation, an SEC licensed Investment Advisor. Investment related and conducted from Branch location. 2) Owner of 'Positive Vibration Servicos e Intermediacao de Negocios', entity opened July 2023 in Brazil for operating real estate property located in Rio. Not investment related and not conducted from Branch location. No more than 1-hour spent per month. 3) Owner of residential rental property located in Rio De Janeiro, Brazil through 'Positive Vibration Servicos e Intermediacao de Negocios'. Spends 0 hours per month on activity. Not investment related and not conducted from Branch location. Began 4/2012. 4) Owner of residential rental property located in Key Biscayne, Florida. Spends 1 hour per month on activity. Not investment related and not conducted from Branch location. 01/2025 5) Owner of Spiazzi Consulting, LLC, entity created September 2023 in Florida for personal tax purposes related to Bolton investment services. Not investment related. Not conducted from branch location. 1 hour-spent per month. Not advertised as business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-23 |
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