Timothy James Edmond
Investment adviser representative at Bolton Global Asset Management
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$8.3BFirm assets
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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
12 years in the industry.
- Dow Family Office Advisory, LLCSep 2026 to now
- Bolton Securities CorporationMar 2014 to now
- Bolton Global Asset ManagementFeb 2014 to now
- Bolton Global CapitalFeb 2014 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2340812
- Firm CRD
- 129376