Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Ernesto Amengual is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 37 years of industry experience. His career includes roles at Bolton Global Asset Management, Bolton Global Capital, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. He is also a co-owner of ATA Advisors, LLC, an entity involved in operating Bolton securities and investment advisory activities. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers discretionary and non-discretionary portfolio management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. She has worked at Bolton Securities and Bolton Global Capital since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically emphasizes long-term strategies using mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

Felix Bosque is an investment advisor representative with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of three rental properties in Florida. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while also facilitating access to third-party managers and wrap-fee platforms.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 25 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, and previously spent seven years at Wells Fargo Advisors and five years at Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a private business entity unrelated to investments. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus, while also supporting tactical trading and rebalancing.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. Her work history includes roles at Bolton Global Asset Management, Bolton Global Capital, Wells Fargo Clearing, Merrill, and RBC Capital Markets. She is dually registered with Bolton Global Asset Management as an investment advisor. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management through a combination of internal and third-party money managers, emphasizing a primarily long-term investment approach.

Milton Ceotto is a CFA® charterholder and a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Bolton Securities Corporation and affiliated with Bolton Global Capital and Bolton Global Asset Management. Prior to this, he worked at Wells Fargo Clearing and Ameriprise Financial Services. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using portfolios composed of mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary management.

Eduardo Aguerrevere is a financial advisor at Bolton Securities Corporation with a Series 66 designation and currently has no industry experience. He has been co-owner of Pachaleta Inc., an e-commerce retail business selling outdoor goods, since 2016, and co-owner of Baren World Corp., which sells used outdoor goods returned to Pachaleta. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term focus.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 33 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing. He is co-owner of ATA Advisors, LLC, a Florida-based entity related to Bolton Securities that is not investment related. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation while allowing tactical adjustments.