AE
AE

Agustin De Estrada

23 Years of Experience
BrokerSells Insurance
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

Loading...

Location

579 Main Street, Bolton, MA, 01740

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 →
Other Business ActivitiesSells Insurance

Agustin works as an Investment Advisor Representative with Bolton Global Asset Management, operating as 'Aurora Partners', dedicating nearly full-time hours to this role. He also co-owns several entities including Aurora Partners, LLC, Aurora Partners Advisory, LLC, a family farm in Argentina, and Los Pajarracos, LLC which owns rental real estate.

Employment History
Current Registrations
Bolton Global Asset Management
September 2017 - Present · 8 yrs 5 mos
Bolton Global CapitalBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2010 - April 2017 · 6 yrs 7 mos
J.P. Morgan Securities INC.Broker
October 2008 - July 2009 · 9 mos
J.P. Morgan Securities INC.Broker
September 2007 - October 2008 · 1 yr 1 mo
Jesup & Lamont Securities CORPBroker
May 2004 - December 2006 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - May 2004 · 3 yrs 4 mos
State Registrations2 states
DEFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.