Sergio Sotolongo
Investment adviser representative at Bolton Global Asset Management
14 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
14 years in the industry.
- Bolton Securities CorporationJun 2023 to now
- Bolton Global Asset ManagementJun 2023 to now
- Bolton Global CapitalJun 2023 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2023
- Morgan Stanley Smith BarneyAug 2012 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
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
- 4542995
- Firm CRD
- 129376