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Joaquin Oscar Pastor

Investment adviser representative at Bolton Global Asset Management
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 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 feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Bolton Securities CorporationSep 2022 to now
  2. Bolton Global Asset ManagementSep 2022 to now
  3. Bolton Global CapitalMar 2022 to now
  4. Max CapitalJan 2020 to Feb 2022
  5. Mckinsey & CompanyJun 2018 to Jan 2020
  6. Ministry of ProductionDec 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
7519704
Firm CRD
129376
Advisor's SEC record (opens in a new tab)
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