Sergio Sotolongo

Financial advisor at Bolton Global Asset Management · Bolton, MA

Last updated 2026-10-10

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Sergio Sotolongo is a financial advisor at Bolton Global Asset Management in Bolton, MA, CRD 4542995. Licenses and exams on the registration: Series 63, Series 66. First registered 2014-05-06.

Registration

CRD number
4542995
Registration status
Active
First registered
2014-05-06
Years of experience
14
States registered
FL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2012-08 to 2023-06 · Morgan Stanley Smith Barney · Aventura, FL
  • 2015-01 to 2023-06 · Morgan Stanley Private Bank, National Association · New York, NY
  • 2023-06 to Present · Bolton Global Capital · Bolton, MA
  • 2023-06 to Present · Bolton Global Asset Management · Bolton, MA

Current employment

SEC IAPD record for Sergio Sotolongo

Bolton Global Asset Management

Regulatory AUM
$8,275,512,495
Registered advisors
150
Offices
59
Clients per advisor
49.1 (Low)
Average AUM per client
$1.1M (Low)
High-net-worth client ratio
23.1% (Moderate)

Bolton Global Asset Management: advisors, services and reported ETF investments

What this firm offers

Filed by Bolton Global Asset Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Performance-Based Fees

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Broker-Dealer or Municipal Securities Dea
  • Accountant or Accounting Firm
  • Insurance Company or Agency

Location

579 Main Street, Bolton, MA 01740

148 advisors at this office.

Bolton Global Asset Management office in Bolton, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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