Harry
Tokatlian

Bolton Securities Corporation

CRD#2922536
Investment Advisor
in Windham, NH

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About this Advisor

Harry Tokatlian is a financial advisor based in Windham, New Hampshire, working with Bolton Securities Corporation. Harry has previously held positions at Bolton Global Capital and Bolton Global Asset Management. Harry has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Harry is part of Bolton Securities Corporation, which operates out of Windham, New Hampshire. The firm has 65 offices and 153 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bolton Securities Corporation includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

Windham, NH

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Bolton Securities Corporation Brokerage Details

Total Assets Under Management

$5,853,942,197

NH Average: $16,012,751,954
Total Number of Employees

153

NH Average: 118
Total Number of Accounts

6,217

NH Average: 4,567
Average Account Size

$941,602

NH Average: $3,506,186

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

Harry Tokatlian Work History

2009 - Present (15 years)

Bolton Global Capital

2009 - Present (15 years)

Boltion Global Asset Management

Disclosures

Please visit the SEC profile of Harry Tokatlian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bolton Global Asset Management

Timothy Edmond
Bolton, MA
Dante Neyra
Bolton, MA
Diana Helliwell
Bolton, MA
Ivan Palacino
Bolton, MA
Conny De La Torre
Miami, FL
Piero Velasquez
Bolton, MA
Raul Rohr
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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