Sugeidy Mederos, financial advisor Bolton MA
93 score

Sugeidy Mederos

CRD Number: 4463114
Current Firm: Bolton Global Asset Management

Sugeidy Mederos (CRD# 4463114) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bolton Global Capital Bolton, MA Sep 2013 - Current 3
Bolton Securities Corporation Bolton, MA Sep 2013 - Current 3
Rbc Capital Markets Corporation Miami, FL Mar 2009 - Sep 2013 4
Ubs Coral Ganles, FL Dec 2006 - Mar 2009 2
Merrill Lynch Miami, FL Jan 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Sugeidy V. Mederos
Phone Number: 978-779-6947
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    3,220
    ACCOUNTS
  • Average Account Value
    $362,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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