Euclides Moreno
Euclides Moreno is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 25 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)
Employment Separation After Allegations
April 2017Other Business ActivitiesSells Insurance
Euclides is an Investment Advisor Representative and co-owner of Moreno Wealth Management Group, LLC and PWA Family Office, LLC, spending full-time on these activities. He also owns residential rental properties and is licensed to provide referrals for fixed insurance products, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.