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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-05 |
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 | New York | NY | 06/2016 | 03/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | 03/2020 |
| Bolton Global Capital | Bolton | MA | 03/2020 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2020 | Present |
1) Miguel is also registered as an Investment Advisor Representative with Bolton Global Asset Management, an SEC licensed Investment Advisor. Miguel's brokerage services at his Branch are balanced with investment advisory services. This is conducted at his Branch location and is investment related. 2) Miguel is founder and owner of his personal s-corp used for tax and accounting purposes, 'Fernandez Capital Advisors, LLC'. Not a public-facing entity and is not tied to investments. Operated from Branch location but is established at non-Branch location. Less than 1-hour spent per month of activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
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