Best Investors
Account
Sign in
Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-12-07 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
Wellesley, MA • 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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 04/2015 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2015 | Present |
1)Investment Advisor Representative of Bolton Securities Corporation, providing asset management services . Investment related and conducted from branch location. Spends varying hours during and outside trading hours throughout the month. Began activity upon association with firm. IAR is approved for providing investment advisory service on Interactive Brokers platform. 2)Owner and operator of entity created to operate securities and advisory businesses, New York Investment Solutions, LLC. Investment related and conducted from branch office location. Spends approximately forty hours during trading hours and ten hours outside of trading hours per month on this activity. LLC established May of 2015. 3) Owner and landlord of three residential rental properties located in Boston, MA. Began August 2018 and spends 1 hour per month outside of business hours. Not investment related and not conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-29 |
Reach out to this advisor