Giovanni Forte
Investment adviser representative at Bolton Investment
10 yearsExperience
1 stateRegistered in
$249.1MFirm assets
32 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
10 years in the industry.
- Bolton InvestmentDec 2025 to now
- Bolton Partners Investment Consulting GroupJul 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bolton Investment
Legal name: Bolton Partners Investment Consulting Group, Inc.
$249.1MAssets managed
9Clients
7Advisers
32 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
- 5981423
- Firm CRD
- 104684