KP
KP

Kristina Petit

13 Years of Experience
Bolton, MA
Broker

Kristina Petit is a registered investment advisor, based in Bolton, MA, with 13 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.

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

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Other Business Activities

Kristina is the VP of Dow Software, LLC, assisting with the development and promotion of software for clients since 2019. She spends a few hours per week on this activity, which is conducted from the branch location and is not investment related.

Employment History
Current Registrations
Bolton Global CapitalBroker
March 2013 - Present · 13 yrs 2 mos
Bolton Global Asset Management
December 2012 - Present · 13 yrs 5 mos
State Registrations1 state
ME
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.
Kristina Petit - Financial Advisor | TrueAdvisor