TrueAdvisor
TrueAdvisor
MB
MB

Michael Patrick Beczkowski

Bolton Investment
32 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Bolton Investment
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
10 clients
Average Client Portfolio
$13.9M average
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Bolton Investment
January 1997 - Present · 29 yrs 1 mo
Previous Registrations
Capital Portfolio Management, INC.Broker
September 1997 - December 2016 · 19 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
June 1992 - February 1996 · 3 yrs 8 mos
J. W. Gant & Associates, INC.Broker
September 1991 - November 1991 · 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.