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Raymond Grenier

Bolton Global Asset Management
40 Years of Experience
Bolton, MA
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Raymond Grenier is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 40 years of industry experience. Raymond 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

579 Main Street, Bolton, MA, 01740

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History

Regulatory History (5)
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.
Criminal
July 2006
Final Disposition
Customer Dispute
October 2002
Settled
Regulatory
February 2002
Final
Customer Dispute
July 1998
Closed-No Action
Regulatory
May 1995
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Raymond has a life, health, and disability insurance license since 1991, but the filing does not specify how much time he spends on it. He is also a member of the Board of Trustees for The Briarwood Community, dedicating minimal time each month to attend board meetings.

Employment History
Current Registrations
Bolton Global Asset Management
March 2006 - Present · 20 yrs 7 mos
Bolton Global CapitalBroker
April 1991 - Present · 35 yrs 6 mos
Previous Registrations
Delta Equity Services CorporationBroker
May 1991 - October 1995 · 4 yrs 5 mos
Brewster Securities INC.Broker
January 1986 - June 1991 · 5 yrs 5 mos
State Registrations46 states
AKARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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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