Manuel
Martinez
Bolton Securities Corporation
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About this Advisor
Manuel Martinez is a financial advisor operating out of Bolton, Massachusetts with a total of 5 years of relevant experience. Martinez is currently employed by Bolton Securities Corporation. During their career, Martinez has held roles at Beta Capital Management, Sabadell Bank, Sabadell Securities Usa, Inc, Bolton Global Capital and Bolton Global Asset Management. Martinez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Bolton Securities Corporation is a financial advisory company operating out of Bolton, MA. The company has offices in 61 locations and a total of 140 advisors. It controls $4 billion in assets across its 4,996 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 25 charities and foundations. Of its 4,996 accounts, 22% are held by high-net-worth investors who have at least $1 million in investable assets. Bolton Securities Corporation provides 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. Fees for financial management largely are based on which services the firm provides the client. Fees billed by Bolton Securities Corporation can be comprised of some combination 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
Manuel Martinez Work History
Manuel has been registered as a financial advisor for 5 years.*
Bolton Global Capital
Bolton Global Asset Management
Sabadell Securities Usa, Inc
Sabadell Bank
Beta Capital 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 Manuel Martinez 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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