Michael
Dejana
Bolton Securities Corporation
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About this Advisor
Michael Dejana is a financial advisor operating out of Bolton, Massachusetts who has 6 years of relevant experience. Dejana works at Bolton Securities Corporation. Over the course of their career, Dejana has held roles at Bolton Global Capital, Bolton Securities Corporation, J Safra Asset Management and Royal Bank Of Canada. Dejana holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New York and Virginia. Bolton Securities Corporation is a firm operating out of Bolton, MA. The investment advisory business has offices in 61 locations and a total of 140 employees. It handles $4 billion in assets among its 4,996 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 4,996 client accounts, 22% belong to high-net-worth investors who have greater than $1 million in assets. Bolton Securities Corporation performs a number 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. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Bolton Securities Corporation most likely are comprised of 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
$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
Michael Dejana Work History
Michael has been registered as a financial advisor for 6 years.*
Bolton Global Capital
Bolton Securities Corporation
J Safra Asset Management
Royal Bank Of Canada
*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 Michael Dejana 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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