CB
CB

Christopher T Bourdeau

14 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

Christopher owns and operates rental property in Boston, MA since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Bolton Global Asset Management
November 2014 - Present · 11 yrs 3 mos
Bolton Securities CorporationBroker
June 2014 - Present · 11 yrs 8 mos
Bolton Global CapitalBroker
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Bolton Global Asset Management
December 2011 - March 2014 · 2 yrs 3 mos
Bolton Global CapitalBroker
December 2010 - March 2014 · 3 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.