Marcelo
Charul
Bolton Securities Corporation
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About this Advisor
Marcelo Charul is a financial advisor who works in Bolton, Massachusetts, with a total of 6 years of industry experience. Charul is an advisor for Bolton Securities Corporation. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Bolton Global Capital and Bolton Global Asset Management. Charul has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Bolton Securities Corporation is a financial advisory business that has its headquarters in Bolton, MA. The firm has offices in 61 locations and a total of 140 employees. It handles $4 billion in assets under management across its 4,996 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 25 charities and foundations. Of its 4,996 client accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide range 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 vary depending on which services are offered. However, fees billed by Bolton Securities Corporation likely include any 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
![](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
Marcelo Charul Work History
Marcelo has been registered as a financial advisor for 6 years.*
Bolton Global Capital
Bolton Global Asset Management
Wells Fargo Advisors, 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 Marcelo Charul 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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