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Stephen M

Series 63, Series 66

Cypress, TX

Bolton Securities Corporation

Stephen Mayor is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bolton Securities and Bolton Global Capital since 2009. Mayor is also the owner, president, and CEO of Delta Global Investment Services, LLC, where he manages securities and investment advisory businesses alongside his duties at Bolton. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing a mix of internal and third-party asset managers with a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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