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Nicholas Milana

Bolton Global Asset Management
44 Years of Experience
Wellington, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Nicholas Milana is a registered investment advisor at Bolton Global Asset Management, based in Wellington, FL, with 44 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.

Bolton Global Asset Management
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,365 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$8.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3361 Fairlane Farms, Wellington, FL, 33414

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2003
Pending
Regulatory
April 1983
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas maintains a fixed insurance license since 2007 but does not actively sell insurance products. This activity is not investment related and requires no time commitment.

Employment History
Current Registrations
Bolton Global Asset Management
March 2016 - Present · 10 yrs 7 mos
Bolton Global Capital
May 2003 - Present · 23 yrs 5 mos
Bolton Global CapitalBroker
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Wachovia Securities Financial Network, LLC
January 2001 - June 2003 · 2 yrs 5 mos
Wachovia Securities Financial Network, LLCBroker
January 2001 - June 2003 · 2 yrs 5 mos
Jwgenesis Securities, INC.Broker
January 1994 - January 2001 · 7 yrs
Jw Charles Securities, INC.Broker
September 1984 - January 1994 · 9 yrs 4 mos
Marcus, Stowell & Beye, INC.Broker
November 1983 - September 1984 · 10 mos
Heyman-Cole Investment Securities CORP.Broker
July 1982 - November 1983 · 1 yr 4 mos
State Registrations17 states
AZCACTDCFLGAINMAMDNCNJNYOHPATXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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