Maryam Matta

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

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

• Financial planning
• Portfolio management
• Pension consulting

Experience

13 years in the industry.

1. Bolton Securities CorporationMar 2026 to now
2. Bolton Global Asset ManagementFeb 2026 to now
3. Bolton Global CapitalNov 2025 to now
4. J.P. Morgan Securities LLCJul 2023 to Oct 2025
5. JPMorgan Chase Bank, N.A.Jul 2023 to Oct 2025
6. UnemployedJun 2023 to Jun 2023
7. President and Fellows of Harvard CollegeJan 2023 to May 2023
8. Harvard Student AgenciesNov 2022 to Dec 2022
9. Let's Go Inc.Aug 2022 to Nov 2022
10. JPMorgan Chase BankJun 2022 to Aug 2022
11. President and Fellows of Harvard CollegeFeb 2022 to May 2022
12. Bares Capital ManagementJun 2021 to Dec 2021
13. Core Community Organized Relief EffortJan 2021 to Jun 2021
14. Arizona Department of Environmental QualityJun 2020 to May 2021
15. Fuse MarketingAug 2019 to Nov 2019
16. Harvard Student AgenciesJul 2019 to Aug 2019
17. Trademark ToursMay 2019 to Aug 2019
18. Walmart Inc.Jan 2019 to Jan 2019
19. President and Fellows of Harvard CollegeOct 2018 to Mar 2020
20. Harvard UniversityAug 2018 to May 2023
21. UnemployedJul 2013 to Jul 2018

Exams passed

• Series 66 · Uniform Combined State Law2023

State registrations

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

Bolton Global Asset Management

Legal name: Bolton Securities Corp

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

7785071

Firm CRD

129376