Charles Vincent Sullivan
Investment adviser representative at Bolton Global Asset Management
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.3BFirm assets
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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
32 years in the industry.
- Bolton Securities CorporationJan 2007 to now
- Bolton Global Asset ManagementDec 2006 to now
- Bolton Global CapitalOct 2004 to now
- Ciulla, Dixon & Dale, LLCJan 1994 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 4863871
- Firm CRD
- 129376