Milagros Perez Leal, financial advisor Miami FL

Milagros Perez Leal

CRD Number: 1025034
Current Firm: Bolton Global Asset Management

Milagros Perez Leal (CRD# 1025034) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bolton Global Capital Bolton, MA Oct 2022 - Current 1
Bolton Global Asset Management Bolton, MA Oct 2022 - Current 1
Morgan Stanley Smith Barney LLC Aventura, FL Jul 2021 - Oct 2022 1
Loyola Asset Management Llc (153255) Miami, FL May 2010 - Jul 2021 11
Private Client Services Coral Gables, FL Oct 2018 - Jul 2020 1
Western International Securities, Inc. Pasadena, CA Oct 2006 - Oct 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Milagros R. Perez Leal
Phone Number: 978-779-6947
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,622
    MILLIONS
  • Total Number of Accounts
    4,996
    ACCOUNTS
  • Average Account Value
    $725,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, 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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