Claude-andr� Duquette
Investment adviser representative at Montrusco Bolton Investments Inc.
20 yearsExperience
2 statesRegistered in
$12.9BFirm assets
16 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Montrusco Bolton Investments Inc.Sep 2019 to now
- Baader Helvea Inc.Mar 2006 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Montrusco Bolton Investments Inc.
$12.9BAssets managed
343Clients
4Advisers
16 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
- 4369593
- Firm CRD
- 154475