Nicholas Milana
Nicholas Milana is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 43 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,977 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGAM offers investment management services where fees are negotiable between you and your advisor. The maximum fee is 2.5% of your portfolio value. Fees are typically billed quarterly, deducted directly from your account. BGAM may also assess a fee to cover ticket or transactional fees they are assessed because of a trade in your account.
Location
579 Main Street, Bolton, MA, 01740
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2003Regulatory
April 1983Other 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
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Jwgenesis Securities, INC.Broker
Jw Charles Securities, INC.Broker
Marcus, Stowell & Beye, INC.Broker
Heyman-Cole Investment Securities CORP.Broker
State Registrations17 states
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.