Alexander Calvo, financial advisor Miami FL

Alexander Calvo

CRD Number: 2714916
Current Firm: Bolton Global Asset Management

Alexander Calvo (CRD# 2714916) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bolton Global Capital Bolton, MA Dec 2019 - Current 4
Bolton Global Asset Management Bolton, MA Mar 2019 - Current 5
Biscayne Americas LLC Miami, FL Jun 2010 - Jan 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Alexander C. Calvo
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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