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Michael Andrew Dejana

Investment adviser representative at Bolton Global Asset Management
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Bolton Securities CorporationDec 2017 to now
  2. Bolton Global CapitalDec 2017 to now
  3. J Safra Asset ManagementJan 2015 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 2 states (NY, VA).

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
4657809
Firm CRD
129376
Advisor's SEC record (opens in a new tab)
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