Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 6401139
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bolton Global Capital | Bolton, MA | Jan 2016 - Current | 8 |
Bolton Global Asset Management | Bolton, MA | Jan 2016 - Current | 8 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Apr 2012 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2011 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- FL
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Total Assets Under Management5,854MILLIONS
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Total Number of Accounts6,217ACCOUNTS
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Average Account Value$941,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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