Shane Edmond (CRD# 7032954) is an Investment Advisor Representative working at Bolton Global Asset Management in Danbury, CT and has over 5 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolton Global Capital | Bolton, MA | May 2019 - Current | 5 |
| Bolton Global Asset Management | Bolton, MA | Oct 2018 - Current | 5 |
| Boston Scientific | Marlborough, MA | May 2017 - Oct 2018 | 1 |
| Smeraldina Corporation | New York, NY | Jan 2017 - May 2017 | < 1 |
| Pepsi Beverages Company | Stratford, CT | May 2013 - Jan 2017 | 3 |
| Pepsi Beverages Company | Mays Landing, NJ | May 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2019 |
- CT
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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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