Gretchen BoltonCRD Number: 2421965
Current Firm: Equitable Advisors, LLC
Gretchen Bolton (CRD# 2421965) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Equitable Advisors, LLC||New York, NY||Sep 1999 - Current||23|
|Axa Advisors, LLC||New York, NY||Sep 1999 - Jun 2020||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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