Member FINRA, SIPC
579 Main Street, Bolton, MA 01740
978.779.5361
800.649.3883
Bolton Global Capital has added a slew of advisors to its international wealth management business from Wells Fargo in recent months, increasing its total assets under management by roughly $1.6bn,…
XP Securities financial advisor Otávio Sardinha has left the Brazilian firm’s Miami-based business to set up his own shop on Bolton Global Capital’s independent advisory platform. Sardinha had been with…
Randall Caruso-Reynoso left Morgan Stanley to launch his firm, supported by Bolton Caruso’s business plan is to transition his global book of clients to BNY Mellon Pershing as custodian on…