Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 34 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 |
|---|---|---|---|
| Ballestas Advisors LLC | Miami, FL | Feb 2017 - Current | 7 |
| Bolton Global Capital | Bolton, MA | Jun 2014 - Current | 9 |
| Bolton Securities Corporation | Bolton, MA | Jun 2014 - Current | 9 |
| Bank Of America, N.a. | Miami, FL | Mar 2012 - Jun 2014 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, CA | Apr 1985 - Jun 2014 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
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