Milton Ceotto is a CFA-designated registered investment advisor at Bolton Global Asset Management, based in Weston, FL, with 7 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
55 Weston Road, Suite 301, Weston, FL, 33326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Milton is an Investment Advisor Representative with Bolton Securities Corporation and 'Bolton Global Capital', which is his full-time job. He is also a co-owner of two family-related real estate holding companies in Florida, Ceotto Holdings, LLC and Sauzalito Plazas Inc., but spends minimal time on these activities.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations7 states
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