Bolton Global Asset Management

Bolton Global Asset Management (CRD# 129376) is a financial advisory firm headquartered in Bolton, MA. They manage $1,167,234,674 in 3,220 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,167
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bolton Global Asset Management
Showing 1 - 10 of 85 top financial advisors.
1
Karen D. Curran
CRD#: 4937730
48 Round Hill Road, Ste 2, Northampton, MA 01060
96
Wealthminder
score

Karen Curran (CRD# 4937730) is an Investment Advisor Representative working at Bolton Global Asset Management in Northampton, MA and has over 12 years of experience in the finance industry. Karen Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Clifford G. Dow
CRD#: 71121
579 Main Street, Bolton, MA 01740
96
Wealthminder
score

Clifford Dow (CRD# 71121) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 32 years of experience in the finance industry. Clifford Dow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William C. Dow
CRD#: 2157734
134 Us Route One, Falmouth, ME 04105
96
Wealthminder
score

William Dow (CRD# 2157734) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 26 years of experience in the finance industry. William Dow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Timothy J. Edmond
CRD#: 2340812
579 Main Street, Bolton, MA 01740
96
Wealthminder
score

Timothy Edmond (CRD# 2340812) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry.

5
Charles V. Sullivan
CRD#: 4863871
800 Turnpike Road, #103, North Andover, MA 01845
96
Wealthminder
score

Charles Sullivan (CRD# 4863871) is an Investment Advisor Representative working at Bolton Global Asset Management in North Andover, MA and has over 13 years of experience in the finance industry. Charles Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Eric P. Zine
CRD#: 3257739
579 Main Street, Bolton, MA 01740
96
Wealthminder
score

Eric Zine (CRD# 3257739) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 18 years of experience in the finance industry. Eric Zine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Carolina Acurio
CRD#: 4441672
801 Brickell Avenue, Suite # 2260, Miami, FL 33131
93
Wealthminder
score

Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 10 years of experience in the finance industry.

8
Jennifer Aguerrebere
CRD#: 5348349
801 Brickell Avenue, Suite # 2260, Miami, FL 33131
93
Wealthminder
score

Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 9 years of experience in the finance industry.

9
Gustavo E. Alfonso
CRD#: 2570686
579 Main Street, Bolton, MA 01740
93
Wealthminder
score

Gustavo Alfonso (CRD# 2570686) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 22 years of experience in the finance industry.

10
Elizabeth M. Amarillo
CRD#: 5746176
801 Brickell Ave, Suite 2260, Miami, FL 33131
93
Wealthminder
score

Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.