Andrei L. Santos

21 Years of Experience

3 DisclosuresBroker

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 (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2009

Denied

Customer Dispute

December 2008

Denied

Customer Dispute

November 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrei is the owner and manager of Arisan Financial Advisors, LLC, spending minimal time on this activity. He is also an investment advisor representative with Bolton Securities Corporation, which is his full-time job.