Victor Kelvin Hernandez
Investment adviser representative at Bolton Global Asset Management
15 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
Are you Victor Kelvin Hernandez? 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
15 years in the industry.
- Bolton Securities CorporationApr 2025 to now
- Bolton Global Asset ManagementMar 2025 to now
- Bolton Global CapitalFeb 2025 to now
- Newera Wealth AdvisorsJun 2024 to now
- M.S. Howells & Co.Jul 2024 to Feb 2025
- J.P. Morgan Securities LLCNov 2011 to Mar 2024
- JPMorgan Chase BankNov 2011 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2018
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
- 5015535
- Firm CRD
- 129376