Ella J Smith

Bolton Investment

19 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Bolton Investment

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

10 clients

Average Client Portfolio

$13.9M average

Assets Under Management

$138.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bolton Investment

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Lincoln Financial Advisors CorporationBroker

April 2019 - April 2024 · 5 yrs

John Hancock Distributors LLCBroker

July 2017 - March 2019 · 1 yr 8 mos

Gwfs Equities, INC.Broker

November 2015 - June 2017 · 1 yr 7 mos

Vanguard Marketing CorporationBroker

September 2005 - October 2015 · 10 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.