Gonzalo Canelas
Investment adviser representative at Bolton Global Asset Management
16 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
Are you Gonzalo Canelas? 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
16 years in the industry.
- Bolton Securities CorporationDec 2020 to now
- Bolton Global Asset ManagementMar 2020 to now
- Bolton Global CapitalMar 2020 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2020
- Morgan Stanley Smith Barney, Inc.Jan 2010 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5760757
- Firm CRD
- 129376