TrueAdvisor
TrueAdvisor
GF
GF

Giovanni Forte

Bolton Investment
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Bolton Investment
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
10 clients
Average Client Portfolio
$13.9M average
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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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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Employment History
Current Registrations
Bolton Investment
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - July 2016 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - July 2016 · 2 mos
T. Rowe Price Investment Services, INC.Broker
November 2014 - September 2015 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2013 - October 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - October 2014 · 1 yr 3 mos
T. Rowe Price Advisory Services, INC.
March 2013 - July 2013 · 4 mos
T. Rowe Price Investment Services, INC.Broker
July 2012 - July 2013 · 1 yr
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.