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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-03 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
489 5Th Avenue 21St Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, Inc. | Philadelphia | PA | 01/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Bolton Global Capital | Bolton | MA | 03/2020 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2020 | Present |
1) Owner and Manager of Canelas Capital Advisors, LLC. Entity was created to operate securities brokerage and investment advisory business with associated with Bolton. Investment related. Hours spent on managing entity are nominal. Entity field in state of Florida 03/05/2020. Gonzalo is contact person. Conducted from Branch location. 2) Investment Advisor Representative with Bolton Securities Corporation, SEC licensed IA. Investment related. Activity represents full-time job and is balanced with securities brokerage services as Registered Representative. Gonzalo is contact person. Conducted from Branch location. 3) Trust protector #2 on trust. Not investment related. Spends between 2 to 6 hours outside of trading hours. May be conducted from Branch location. Contact Rep for contact details. Trust established 12/15/2023 in Switzerland.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-06 |
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