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Bolton Securities Corporation CRD 129376
$8.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
| IN | RA | APPROVED | 2023-05-31 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 11/2022 | Present |
| Banque Heritage (Uruguay) S.A. | Montevideo | 08/2020 | 10/2022 | |
| Aiva S.A. | Montevideo | 03/2019 | 08/2020 | |
| Banque Heritage (Uruguay) S.A. | Montevideo | 03/2015 | 03/2019 | |
| Bolton Global Asset Management | Bolton | MA | 05/2023 | Present |
Luis is a dual Registered Representative and Investment Advisor with Bolton Global Capital and Bolton Global Asset Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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