Dante Neyra
Dante Neyra is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 37 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
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Dante is an IAR with Bolton Securities Corporation and uses the DBA 'Bolton Global Capital'. He is licensed to sell fixed insurance products, but only sells variable annuities through Bolton Global Capital. Dante also co-owns Neyra De La Torre Global Wealth, LLC and owns DNP Global, LLC for accounting purposes, dedicating minimal time to these activities.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Bolton Global Capital
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
Great Western Financial Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations5 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.