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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-09 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2013 | 08/2019 |
| Insigneo Securities, Llc | Miami | FL | 08/2019 | 08/2024 |
| Insigneo Advisory Services, Llc | Miami | FL | 11/2019 | 08/2024 |
| Bolton Global Capital | Bolton | MA | 08/2024 | Present |
| Bolton Global Asset Management | Miami | FL | 08/2024 | Present |
1. Owner of Aires Capital Advisors, LLC. LLC was established as flow through entity for tax purposes. Began 03/03/2020. Spends 5-hours outside business hours. 2. Manager of NURIT EDELMAN REALTY LLC. LLC is wife's real estate company that Martin provides administrative services for. Not investment related. Active Manager. Began 01/01/2023. Generally, devotes 0 hrs/month and 0 hrs/month during trading hours. 3. Bolton Global Asset Management: Dually registered with affiliate as Investment Adviser to conduct advisory business. Conducted under Bolton Global Capital and title is Financial Advisor. Approved to provide these services with outside custodians, including JP Morgan, Citibank, and UBS. This role represent Martin's full-time job and is balanced with providing brokerage services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
| S66 | Uniform Combined State Law Examination | 2001-06-11 |
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