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Daniela Emanuele

Bolton Securities Corporation

Miami, FL

Bolton, MA

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Current Employers
Bolton Securities Corporation

579 Main Street, Bolton, MA 01740 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States

579 Main Street, Bolton, MA 01740 • 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
Efg Capital Corp Miami FL 01/2017 02/2019
Ca Indosuez Wealth Miami FL 07/2015 12/2016
Maximai Investment Partners, Llc Coral Gables FL 05/2020 10/2022
American Income Life Miami FL 11/2019 05/2020
Cardea Capital Group, Inc Miami FL 11/2022 03/2024
Bolton Global Asset Management Miami FL 03/2024 Present
Ucap Securities Llc Miami FL 05/2019 01/2020
  • 01/2017 → 02/2019
    Efg Capital Corp
    Miami, FL
  • 07/2015 → 12/2016
    Ca Indosuez Wealth
    Miami, FL
  • 05/2020 → 10/2022
    Maximai Investment Partners, Llc
    Coral Gables, FL
  • 11/2019 → 05/2020
    American Income Life
    Miami, FL
  • 11/2022 → 03/2024
    Cardea Capital Group, Inc
    Miami, FL
  • 03/2024 → Present
    Bolton Global Asset Management
    Miami, FL
  • 05/2019 → 01/2020
    Ucap Securities Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-23
  • S65 Uniform Investment Adviser Law Examination
    2021-08-23

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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