Richard
Benoit

Bolton Securities Corporation

CRD#5131917
Investment Advisor
in Falmouth, ME

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About this Advisor

Richard Benoit is a financial advisor who works out of Falmouth, Maine with 12 years of relevant experience. Benoit is an employee of Bolton Securities Corporation. Throughout their career, Benoit has worked at Bolton Global Capital and Bolton Global Asset Management. Benoit holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Maine. Bolton Securities Corporation is an advisory firm that has its headquarters in Bolton, MA. The company has offices in 61 locations and a total of 140 financial advisors. It handles $4 billion in assets between its 4,996 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 25 charities and foundations. Of its 4,996 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a broad array 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 for financial management are based on the type of services offered. However, fees charged by Bolton Securities Corporation can consist 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

Richard Benoit Work History

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

2011 - Present (13 years)

Bolton Global Capital

2011 - Present (13 years)

Bolton Global Asset Management

*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 Richard Benoit 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

Manuel Martinez
Bolton, MA
Arturo Vasquez
Bolton, MA
Felton Messina
Bolton, MA
Piero Velasquez
Bolton, MA
Erica Graham
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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