Felipe
Ballestas
Bolton Securities Corporation
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About this Advisor
Felipe Ballestas is a financial advisor who works out of Bolton, Massachusetts with 7 years of relevant experience. Ballestas is an advisor for Bolton Securities Corporation. Their career trajectory has included roles at Bolton Global Asset Management, Ballestas Advisors LLC, Bolton Global Capital and Merrill Lynch, Pierce, Fenner & Smith Inc. Ballestas has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Florida. Bolton Securities Corporation is a financial advisory company based in Bolton, MA. It has offices in 61 locations and a total of 140 financial advisors. It manages $4 billion in total assets across its 4,996 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 25 charities and foundations. Of its 4,996 customer accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets. Bolton Securities Corporation has 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. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Bolton Securities Corporation likely include 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
Felipe Ballestas Work History
Felipe has been registered as a financial advisor for 7 years.*
Ballestas Advisors LLC
Bolton Global Asset Management
Bolton Global Capital
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Felipe Ballestas 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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