Marco Oreamuno
Marco Oreamuno is a registered investment advisor at Bolton Global Asset Management, based in Florida, FL, with 21 years of industry experience. Marco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
1441 Brickell Avenue, Suite 1700, Florida, FL, 33131
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 Capital
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.