Archibaldo Vasquez

31 Years of Experience

1 DisclosureBroker

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 (1)

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Customer Dispute

January 2016

Denied

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Other Business Activities

Archibaldo is an Investment Advisor Representative of Bolton Securities Corporation, operating under the DBA 'DV Wealth Management' as a Managing Partner since 2016. He also owns and operates Arnaca, LLC for tax reporting purposes, dedicating minimal time to this non-investment related activity.

Employment History

Current Registrations

Bolton Global Asset Management

July 2016 - Present · 9 yrs 7 mos

Bolton Global CapitalBroker

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2004 - June 2016 · 11 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 1994 - June 2016 · 21 yrs 11 mos

State Registrations7 states

CADEFLILNMNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.