Clifford
Dow

Bolton Securities Corporation

CRD#2110151
Investment Advisor
in Falmouth, ME

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About this Advisor

Clifford Dow is a financial advisor operating in Falmouth, Maine with 12 years of industry experience. Dow works at Bolton Securities Corporation. Throughout their career, they have worked at Bolton Global Capital and Bolton Global Asset Management. Dow holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Maine. Bolton Securities Corporation is a financial advisory business based out of Bolton, MA. The company has offices in 61 locations and a total of 140 advisors. It has $4 billion in total assets among its 4,996 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 25 charitable organizations. Of its 4,996 accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets. Bolton Securities Corporation performs a number 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. A financial advisor's fee schedules typically depend on which service is offered. However, fees billed by Bolton Securities Corporation most likely are comprised of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

358 U.S. Route One
Falmouth, ME 04105

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Bolton Securities Corporation Brokerage Details

Total Assets Under Management

$3,622,213,205

ME Average: $16,012,751,954
Total Number of Employees

140

ME Average: 118
Total Number of Accounts

4,996

ME Average: 4,567
Average Account Size

$725,023

ME Average: $3,506,186

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

Clifford Dow Work History

Clifford has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Bolton Global Asset Management

2005 - Present (19 years)

Bolton Global Capital

*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 Clifford Dow 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

Felton Messina
Bolton, MA
Piero Velasquez
Bolton, MA
Manuel Martinez
Bolton, MA
Erica Graham
Bolton, MA
Fabio Santos
Easton, CT
Arturo Vasquez
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.

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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.

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