Marco Oreamuno
Marco Oreamuno is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 21 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2025Customer Dispute
December 2024Customer Dispute
October 2024Customer Dispute
March 2016Other Business Activities
Marco is a registered representative with Bolton Global Asset Management, providing advisory services. He also owns Lions Hills Investments, LLC, which facilitates his securities and investment advisory services.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.