Harry
Tokatlian
Bolton Securities Corporation
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About this Advisor
Harry Tokatlian is a financial advisor operating in Windham, New Hampshire with 14 years of industry experience. Tokatlian works at Bolton Securities Corporation. Throughout their career, Tokatlian has worked at Bolton Global Capital and Boltion Global Asset Management. Tokatlian has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Hampshire. Bolton Securities Corporation is a financial advisory company operating out of Bolton, MA. It has offices in 61 locations and a total of 140 financial advisors. It controls $4 billion in total assets between its 4,996 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 4,996 accounts, 22% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Bolton Securities Corporation has a broad array 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 management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Bolton Securities Corporation most likely include some blend 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
Harry Tokatlian Work History
Harry has been registered as a financial advisor for 14 years.*
Bolton Global Capital
Boltion Global Asset 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 Harry Tokatlian 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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