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Current Employers
Bolton Securities Corporation

579 Main Street, Bolton, MA 01740 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-03
  • FL RA
    APPROVED
    Since 2020-12-03

Branch Locations

579 Main Street, Bolton, MA 01740 • United States

489 5Th Avenue 21St Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2010 → 03/2020
    Morgan Stanley Smith Barney, Inc.
    Philadelphia, PA
  • 01/2015 → 03/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2020 → Present
    Bolton Global Capital
    Bolton, MA
  • 03/2020 → Present
    Bolton Global Asset Management
    Bolton, MA
Previous Registrations
  • 2010-04-09 → 2020-03-02
    Philadelphia, PA
    New York, NY
    Philadelphia, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-06
  • S66 Uniform Combined State Law Examination
    2010-04-06
Other Names
  • Gonzolo A Canelas

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