Ricardo Quiros (CRD# 4917867) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 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 Asset Management | Bolton, MA | Apr 2018 - Current | 6 |
Bolton Global Capital | Bolton, MA | Apr 2018 - Current | 6 |
Bank Of America, N.a. | Weston, FL | Apr 2015 - Apr 2018 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston, FL | May 2012 - Apr 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2005 |
S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- 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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