Giovanni
Forte
Bolton Investment
Answer a few questions and
get matched with an advisor.
About this Advisor
Giovanni Forte is a financial advisor based in Baltimore, Maryland, with 7 years of industry experience. Forte currently works for Bolton Investment. The advisor has gained experience at Merrill Lynch Pierce Fenner & Smith Inc, T. Rowe Price, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Mass Mutual Greater Washington and Bolton Partners Investment Consulting Group. Forte holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Bolton Investment is a registered investment company based out of Baltimore, MD. The firm has a total of nine employees. It oversees $37 million in total assets among its six customer accounts, making it one of the smaller firms in the country by assets under management. Bolton Investment offers a few services, including pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services offered. However, fee types billed by Bolton Investment likely are comprised of some combination of asset-based, hourly and fixed 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 Investment Brokerage Details
$37,362,082
9
6
$6,227,014
Investment Advisory Services
- Pension consulting services
- Selection of other advisers
Giovanni Forte Work History
Giovanni has been registered as a financial advisor for 7 years.*
Bolton Partners Investment Consulting Group
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Mass Mutual Greater Washington
T. Rowe Price
Merrill Lynch Pierce Fenner & Smith Inc
Bank Of America, N.A
T. Rowe Price
*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 Giovanni Forte 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 Investment
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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.
