AV
AV

Arturo Vasquez

14 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

Arturo maintains a fixed life insurance license since February 2019 and conducts sales on demand. He currently spends minimal time on this activity.

Employment History
Current Registrations
Bolton Global Asset Management
June 2016 - Present · 9 yrs 8 mos
Bolton Global CapitalBroker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2013 - June 2016 · 2 yrs 9 mos
Morgan StanleyBroker
April 2013 - June 2016 · 3 yrs 2 mos
Bnp Paribas Investment Services, LLCBroker
July 2011 - April 2013 · 1 yr 9 mos
State Registrations6 states
CAFLILNMNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.