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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-23 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 08/2021 |
| Bolton Global Capital / Bolton Global Asset Management | Bolton | MA | 08/2021 | Present |
1) Registered as an Investment Advisor Representative with Bolton Global Asset Management. Investment related and conducted from Branch location. This activity is Federico's full-time job and is balanced with his brokerage business as a Registered Representative. Federico is approved for providing investment advisory services on outside custodians; JP Morgan, Morgan Stanley, and Safra. 2) Owner of Manuisa Holdings, LLC. Entity is used for operating securities and investment advisory businesses through Bolton. Not directly investment related. Conducted from personal residence and Federico is contact person. Spend approximately 3-hours on activity per month outside of business hours. 3) Federico is authorized signor as POA for City Park Construction, LLC, an LLC owned by his family trust. LLC owns multiple residential rental properties located in Miami, Florida. Not investment related and conducted outside of Branch location. Federico's responsibilities include payment condo expenses. Began this activity in December 2010, spending 1-hour per month outside of business hours only. 4) POA for family related investment account. Not conducted from Branch location. Spends 1 hour per month outside business hours. Began July 7, 2022. 5) Co-owner and 'Managing Director/Investment Officer' of Esphera Capital, LLC, established 3/21/2024 in Florida. Entity is used for operating investment related businesses, however, it is not directly investment related. Potentially conducted from branch location, spending up to 8-hours per month. 6) Owner of rental property located in Key Biscayne, Florida. Not investment related. Not conducted at Branch location. Began 11/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
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