Sofia Bucay
Financial advisor at Bolton Global Asset Management · Bolton, MA
Last updated 2026-10-10
Claim your profileSofia Bucay is a financial advisor at Bolton Global Asset Management in Bolton, MA, CRD 4508509. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2010-03-30.
Registration
- CRD number
- 4508509
- Registration status
- Active
- IAPD registration
- 2010-03-30
- Industry Experience
- 16 years
- Work Experience
- 24 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 66
Work history
- 2002-02 to 2018-10 · Investment Placement Group · San Diego, CA
- 2010-03 to 2018-10 · Ipg Investment Advisors, LLC · San Diego, CA
- 2018-10 to 2025-04 · Portfolio Resources Group, Inc. · Miami, FL
- 2018-10 to 2025-04 · Lifeinvest Wealth Management, Ltd · San Diego, CA
- 2025-03 to Present · Bolton Global Capital · Bolton, MA
- 2025-03 to Present · Bolton Global Asset Management · Bolton, MA
Current employment
- Bolton Securities Corporation · Bolton, MA
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
About
Sofia Bucay is a financial advisor at Bolton Securities Corporation, operating as Bolton Global Asset Management in Bolton, MA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 16 years of industry experience and 24 years of reported work history.
Bolton Global Asset Management's firm-level Form ADV reports 150 advisors across 59 offices; approximately 49.1 clients per advisor, average assets per client of $1,123,627, and regulatory AUM of $8.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
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.
Contact
The firm's filed contact details.
- Phone: 978.779.5361
- Website: boltoncapitalgroup.com
Official record
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