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Carolina Castillo

Bolton Global Asset Management
32 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Bolton Global Asset Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
6,977 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$7.0B

Fee Structure

Location

579 Main Street, Bolton, MA, 01740

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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.

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Employment History
Current Registrations
Bolton Global Asset Management
November 2021 - Present · 4 yrs 3 mos
Bolton Global CapitalBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2008 - November 2021 · 13 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
April 2008 - November 2021 · 13 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - April 2008 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - April 2008 · 14 yrs 4 mos
State Registrations6 states
CADCFLGAILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.