Andrei L. Santos
Investment adviser representative at Bolton Global Asset Management
17 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
Are you Andrei L. Santos? 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
17 years in the industry.
- Bolton Securities CorporationAug 2021 to now
- Bolton Global Asset ManagementAug 2021 to now
- Bolton Global CapitalAug 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
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
- 4763580
- Firm CRD
- 129376