AC
AC

Alexander Christopher Calvo

8 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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

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Location

1441 Brickell Avenue, Suite 1700, Miami, FL, 33131

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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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Other Business Activities

Alexander owns Stratedge Quant Investors, LLC, which is used for operating his investment advisory business. As an IAR of Bolton Securities Corporation, Alexander is permitted to manage assets at outside custodians.

Employment History
Current Registrations
Bolton Global Asset Management
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Stratedge Quant Investors LLC
December 2014 - July 2016 · 1 yr 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.