Carolina Acurio

24 Years of Experience

Broker

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.

Other Business Activities

Carolina is the owner, manager, and authorized member of Sunblazzer Associates, LLC, created in 2016. She previously received a salary as a registered staff member.