Eduardo
Suarez
Bolton Securities Corporation
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About this Advisor
Eduardo Suarez is a financial advisor operating out of Houston, Texas, who has 5 years of industry experience. Suarez is an advisor for Bolton Securities Corporation. Throughout their career, Suarez has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Jaguar Exploration, Jpmorgan Chase, Jpmorgan Securities LLC, Bolton Global Asset Management and Bolton Global Capital. Suarez holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to operate in Texas. Bolton Securities Corporation is an advisory business operating out of Bolton, MA. The firm has offices in 61 locations and a total of 140 advisors. It oversees $4 billion in assets across its 4,996 accounts, placing it among the largest firms in the country 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 more than $1 million in assets. The firm performs a broad set 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 are based on which services the firm provides the client. However, fees billed by Bolton Securities Corporation can be comprised of any 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
Eduardo Suarez Work History
Eduardo has been registered as a financial advisor for 5 years.*
Bolton Global Asset Management
Bolton Global Capital
Jpmorgan Chase
Jpmorgan Securities LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Jaguar Exploration
*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 Eduardo Suarez 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
Bolton, MA
Bolton, MA
Easton, CT
Bolton, MA
Bolton, MA
Miami, FL
Bolton, MA
Bolton, MA
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