CF
CF

Christian Felix

15 Years of Experience
Broker
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

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.

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Other Business Activities

Christian is an Investment Advisor Representative and Managing Partner at Bolton Global Asset Management, operating as Elite Global Advisors, which is his full-time job. He also owns Elite Global Advisors, Inc., and refers clients to Sabadell Bank for banking and credit services, dedicating a few hours per week. Additionally, Christian owns residential rental property.

Employment History
Current Registrations
Bolton Global Asset Management
January 2017 - Present · 9 yrs 1 mo
Bolton Global CapitalBroker
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - December 2016 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - December 2016 · 6 yrs 6 mos
State Registrations3 states
FLLANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.