Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 11/2011 | 03/2024 |
| Jpmorgan Chase Bank | Miami | FL | 11/2011 | 03/2024 |
| M.S. Howells & Co. | Scottsdale | AZ | 07/2024 | 02/2025 |
| Newera Wealth Advisors | Coral Gables | FL | 06/2024 | Present |
| Bolton Global Capital | Bolton | MA | 02/2025 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2025 | Present |
1. Owner of four residential rental properties located in Miami, Florida. Victor began renting properties in 2010. Spends approximately 8 hours per month, 0 during trading hours. This activity is no directly investment related and not conducted from Branch location. 2. Victor is registered with Bolton Global Asset Management, an SEC licensed Investment Advisor, as an investment advisor representative. Investment Related and conducted from branch location. This role represents Victor's full-time job, and is balanced with his brokerage business. Operates under DBA NewEra Wealth Advisors Inc. as co-owner and Managing Director. Provided approval as IAR for management of investment accounts outside regular course of business, held at JP Morgan, UBS, Lombard, and Charles Schwab. 3. Co-owner and Managing Director of NewEra Wealth Advisors Inc.. Entity created 04/15/2024 in state of Florida for purpose of operating as DBA and facilitating Bolton investment business. Located at Branch location and is not directly investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-18 |
Reach out to this advisor