Ricardo
Quiros
Bolton Securities Corporation
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About this Advisor
Ricardo Quiros is a financial advisor based in Bolton, Massachusetts with 4 years of industry experience. Quiros is an advisor for Bolton Securities Corporation. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bolton Global Asset Management and Bolton Global Capital. Quiros holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Bolton Securities Corporation is a registered investment firm operating out of Bolton, MA. The company has offices in 61 locations and a total of 140 financial advisors. It has $4 billion in assets among its 4,996 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 25 charities and foundations. Of its 4,996 customer accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Bolton Securities Corporation most likely include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bolton Securities Corporation Brokerage Details
$3,622,213,205
140
4,996
$725,023
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ricardo Quiros Work History
Ricardo has been registered as a financial advisor for 4 years.*
Bolton Global Asset Management
Bolton Global Capital
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ricardo Quiros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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