Ariel Materin (CRD# 5625195) is an Investment Advisor Representative working at Bolton Global Asset Management in New York, NY and has over 14 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolton Global Capital | Bolton, MA | Aug 2017 - Current | 6 |
| Bolton Securities Corporation | Bolton, MA | Aug 2017 - Current | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | Feb 2017 - Aug 2017 | < 1 |
| Morgan Stanley | New York, NY | Dec 2016 - Aug 2017 | < 1 |
| Morgan Stanley Smith Barney | New York, NY | Nov 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- FL
- NY
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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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