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Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978.779.5361. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. B&M Advisors professionals are registered within the following states: CA,FL,MA,NY,TX. 

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GESTIÓN DE PATRIMONIO MUNDIAL

SERVICIO PERSONALIZADO

 
CUSTODIA Y
CLEARING

 

Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.

SERVICIOS

 

By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.

 

PROTECCIÓN DE LOS ACTIVOS DE LOS CLIENTES

BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in our custody. Our parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals.