Milton
Ceotto
Bolton Securities Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Milton Ceotto is a financial advisor operating in Fort Lauderdale, Florida who has 2 years of industry experience. Ceotto is on the advisory team at Bolton Securities Corporation. The advisor has gained experience at Ameriprise Financial Services, Inc, Arbitral Finance, Northeastern University, Pantropic Power, Florida International University, Wells Fargo Clearing Services, LLC, Bolton Global Capital and Bolton Global Asset Management. Ceotto has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Bolton Securities Corporation is an advisory firm that has its headquarters in Bolton, MA. The investment advisory business has offices in 61 locations and a total of 140 advisors. It manages $4 billion in assets across its 4,996 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 25 charitable organizations. Of its 4,996 client accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on which service is offered. However, fee types charged by Bolton Securities Corporation may include any blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Milton Ceotto Work History
Milton has been registered as a financial advisor for 2 years.*
Bolton Global Capital
Bolton Global Asset Management
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, Inc
Arbitral Finance
Northeastern University
Pantropic Power
Florida International University
*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 Milton Ceotto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bolton Global Asset Management
Bolton, MA
Bolton, MA
Easton, CT
Bolton, MA
Bolton, MA
Miami, FL
Bolton, MA
Bolton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
