Manuel Martinez
Investment adviser representative at Bolton Global Asset Management
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
Are you Manuel Martinez? Claim your profile
Contact this firm
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
11 years in the industry.
- Bolton Securities CorporationMay 2018 to now
- Bolton Global Asset ManagementMay 2018 to now
- Bolton Global CapitalMay 2018 to now
- Sabadell Securities USA, Inc.Jun 2017 to May 2018
- Sabadell BankOct 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 2622743
- Firm CRD
- 129376