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Ernesto Amengual

Investment adviser representative at Bolton Global Asset Management
17 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Bolton Securities CorporationApr 2021 to now
  2. Bolton Global Asset ManagementApr 2021 to now
  3. Bolton Global CapitalApr 2021 to now
  4. Wells Fargo Clearing Services, LLCNov 2016 to now
  5. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 1 state (FL).

Bolton Global Asset Management

Legal name: Bolton Securities Corp

$8.3BAssets managed
7,365Clients
139Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1929864
Firm CRD
129376
Advisor's SEC record (opens in a new tab)
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