Ariel
Kay
Bolton Securities Corporation
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About this Advisor
Ariel Kay is a financial advisor who works in Bolton, Massachusetts with 7 years of industry experience. Kay is on the advisory team at Bolton Securities Corporation. Their career trajectory has included roles at Hsbc Bank Usa, Bolton Global Capital and Bolton Global Asset Management. Kay holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Bolton Securities Corporation is a business headquartered in Bolton, MA. The investment advisory business has offices in 61 locations and a total of 140 financial advisors. It has $4 billion in assets under management between its 4,996 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 25 charitable organizations. Of its 4,996 customer accounts, 22% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide set 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. Fees charged by financial advisors largely depend on the type of financial services offered. However, fee types charged by Bolton Securities Corporation likely are comprised of some blend of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,622,213,205
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
140
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,996
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Ariel Kay Work History
Ariel has been registered as a financial advisor for 7 years.*
Bolton Global Capital
Bolton Global Asset Management
Hsbc Bank Usa
*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 Ariel Kay 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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