Charles
Sullivan
Bolton Securities Corporation
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About this Advisor
Charles Sullivan is a certified financial planner working out of Bolton, Massachusetts with a total of 16 years of industry experience. Sullivan is an advisor for Bolton Securities Corporation. During their career, Sullivan has held roles at Bolton Global Asset Management, Ciulla, Dixon & Dale, LLC and Bolton Global Capital. Sullivan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts and New Hampshire. Bolton Securities Corporation is a registered investment company that has its headquarters in Bolton, MA. The investment advisory business has offices in 61 locations and a total of 140 people on staff. It has $4 billion in assets under management among its 4,996 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 4,996 accounts, 22% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Bolton Securities Corporation has a wide range 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 advisory services largely are based on which services the firm provides the client. Fee types billed by Bolton Securities Corporation most likely are comprised 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
$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
Charles Sullivan Work History
Charles has been registered as a financial advisor for 16 years.*
Bolton Global Asset Management
Bolton Global Capital
Ciulla, Dixon & Dale, LLC
*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 Charles Sullivan 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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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.
