MD
MD

Michael Dejana

10 Years of Experience
Bolton, MA
Broker

Michael Dejana is a registered investment advisor, based in Bolton, MA, with 10 years of industry experience.

Location

579 Main Street, Bolton, MA, 01740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is an IAR with Bolton Global Asset Management, DBA AiM Fidelis, acting as Managing Director, and owns AiM Fidelis Asset Management LLC. He also serves as plan sponsor and trustee of the AiM Fidelis 401K plan, spending minimal time on this.

Employment History
Current Registrations
Bolton Global CapitalBroker
December 2017 - Present · 8 yrs 7 mos
Bolton Global Asset Management
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
J. Safra Asset Management Corporation
June 2015 - November 2017 · 2 yrs 5 mos
State Registrations6 states
CTFLMDNYTXVA
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.