Conny S De la torre
Investment adviser representative at Bolton Global Asset Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm assets
Are you Conny S De la torre? 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
12 years in the industry.
- Bolton Securities CorporationOct 2023 to now
- Bolton Global Asset ManagementOct 2023 to now
- Bolton Global CapitalOct 2023 to now
- Morgan Stanley Private Bank, N.AFeb 2020 to now
- Morgan StanleyJun 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6195169
- Firm CRD
- 129376