Randall Caruso
Randall Caruso is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 31 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
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2011Customer Dispute
April 2009Customer Dispute
August 2005Other Business Activities
Randall is an Investment Advisor Representative of Bolton Global Asset Management, operating as 'Capitalia Advisors' in the role of 'Managing Partner & CEO', and is the owner and founder of Capitalia Advisors, LLC. He also owns and manages Caruso Capital Holdings, LLC, which acts as trustee for his self-directed IRA rollover and makes personal private investments, spending minimal time on this activity.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.