Cynthia Lee Nims

Current Employers

Employment History

• 12/2011 → Present
  Bolton Global Capital
  Bolton, MA
• 12/2011 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2007-12-04 → 2012-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, VT
  Brattleboro, VT

Other Businesses

1) INVESTMENT ADVISOR REPRESENTATIVE WITH BOLTON GLOBAL ASSET MANAGEMENT, PROVIDING INVESTMENT ADVISORY SERVICES. DOING BUSINESS AS FAMILY LEGACY PARTNERS AND ACTING AS PRESIDENT. INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. BEGAN UPON ASSOCIATION WITH CURRENT FIRM. TIME SPENT AS IAR IS BALANCED WITH ROLE AS RR, REPRESENTING FULL-TIME JOB. CYNTHIA IS CONTACT PERSON AT BRANCH NUMBER. 2) OWNER AND PRESIDENT OF FAMILY LEGACY PARTNERS, INC., ENTITY CREATED TO OPERATE SECURITIES AND INVESTMENT ADVISORY BUSINESSES. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. SPENDS NOMINAL AMOUNT OF HOURS ON MANAGEMENT DUTIES. BEGAN UPON ASSOCIATION WITH CURRENT FIRM.CYNTHIA IS CONTACT PERSON AT BRANCH NUMBER. 3) FIXED INSURANCE LICENSED. INVESTMENT RELATED TO EXTENT THAT A POLICY FITS INTO A CLIENT'S FINANCIAL PICTURE. CONDUCTED FROM BRANCH LOCATION. WRITES 1-2 POLICIES PER YEAR AT MOST. BEGAN UPON ASSOCIATION WITH CURRENT FIRM. CYNTHIA IS CONTACT PERSON AT BRANCH NUMBER. 4) CYTNHIA IS TRUSTEE OF THE BRANCH 401K PLAN, 'FAMILY LEGACY PARTNERS INC 401K PSP'. INVESTMENT RELATED AND CONDUCTED FROM BRANCH. CYNTHIA IS CONTACT PERSON AT BRANCH NUMBER. 5) OWNER OF THAT'S, LLC, REAL HOLDING COMPANY ESTABLISEHD 9/2/2022. OPERATED FROM BRANCH LOCATION. 0 HOURS SPENT PER MONTH. NOT INVESTMENT RELATED. CYNTHIA IS CONTACT PERSON.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-23
• S63 Uniform Securities Agent State Law Examination
  1992-04-03

Other Names

• Cynthia Nims