Bolton Global Asset Management

Firm record

As recorded in SEC IAPD

Firm CRD

129376

SEC number

801-66962

Firm type

RIA

Assets under management

$8.3B as of Mar 31, 2026

Website

www.boltoncapitalgroup.com ↗

Phone

978.779.5361

Address

579 Main Street, Bolton, MA, 01740

Advisors at this firm

133 in our index · page 3 of 3

• Steven Christopher PreskenisCRD 4410822 · Bolton, MA
  Broker
• Joaquin Oscar PastorCRD 7519704 · Buenos Aires
  IA RegisteredBroker
• Juan Carlos PernasCRD 8223529 · Miami, FL
  IA RegisteredBroker
• Ricardo QuirosCRD 4917867 · Miami, FL
  IA RegisteredBroker
• Thiago Souza De QueirozCRD 6739858 · Miami Beach, FL
  IA RegisteredBroker
• Lucas Magalhaes Rio TortoCRD 6718959 · Miami, FL
  IA RegisteredBroker
• Leonardo Rodriguez GamboaCRD 6303462 · Miami, FL
  IA RegisteredBroker
• Shelley RogersCRD 4958605 · Greenfield, MA
  IA RegisteredBroker
• Raul RohrCRD 4946818 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Adelfa RosarioCRD 1630540 · New York, NY
  IA RegisteredBroker
• Guillermo R RossiCRD 5510039 · Ithaca, NY
  IA RegisteredBroker
• Larry Raphael RozasCRD 6029752 · Miami, FL
  IA RegisteredBroker
• Andrei L. SantosCRD 4763580 · Weston, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Fabio SantosCRD 5591383 · Easton, CT
  IA RegisteredBroker
• Mitchell Edwin ScanlonCRD 7852331 · Bolton, MA
  IA RegisteredBroker
• Karyn S SoroaCRD 5681318 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Sergio Isai SosaCRD 6175413 · Houston, TX
  IA RegisteredBroker
• Rafael Alexander Sotillo AponteCRD 5113089 · Miami, FL
  IA RegisteredBroker
• Sergio SotolongoCRD 4542995 · Miami, FL
  IA RegisteredBroker
• Robert Saul SteplemanCRD 6249841 · Falmouth, ME
  IA Registered
• Eduardo F SuarezCRD 5344499 · Houston, TX
  IA RegisteredBroker
• Steven R TarpeyCRD 6640625 · Bolton, MA
  Broker
• Leonardo TedeschiCRD 4232465 · Weston, FL
  IA RegisteredBroker
• Luisana TorresCRD 8185117 · Miami, FL
  IA Registered
• Mark Robert Van Der EijkCRD 4623079 · Miami, FL
  IA RegisteredBroker
• Archibaldo VasquezCRD 2491359 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Arturo VasquezCRD 5366078 · Miami, FL
  IA RegisteredBroker
• Carlos R Villanueva SucreCRD 4908404 · Key Biscayne, FL
  IA RegisteredBroker
• Piero Antonio VelasquezCRD 6633937 · Miami, FL
  IA RegisteredBroker
• Mili Julca WhippleCRD 5793014 · Bolton, MA
  Broker
• Vaughn Lee WoodsCRD 853692 · La Jolla, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Johnny ZighelboimCRD 2568536 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Paul ZineCRD 3257739 · Hingham, MA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.