Bolton Securities Corporation

Overview

Bolton Securities Corporation is a Broker Dealer and registered investment adviser based in Bolton, MA, registered since 2006. It reports $8.3B in assets under management across 7,320 accounts, with 158 employees. Its 151 registered representatives work across 1 branch offices in 1 state.

Reported AUM

$8.3B

Discretionary

58%

Accounts

7,320

Average account

$1.1M

Employees

158

Registered reps

151

Branch offices

1

Registered since

2006

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Oil & Gas Partnerships
• Options
• 8 more

Executive officers 3 of 5

• Steven Christopher Preskenis Chief Executive Officer CRD 4410822
• Matthew George Beals President CRD 5157251
• Steven R Tarpey Chief Financial Officer, Financial And Operations Principal CRD 6640625

2 more executive officers, with direct contact details

Registered reps 3 of 151

• Cristina Claribel Acosta Investment Adviser Rep CRD 4461245
• Carolina Acurio Registered Rep · Investment Adviser Rep CRD 4441672
• Eduardo Enrique Aguerrevere Registered Rep · Investment Adviser Rep CRD 6535717

148 more registered reps, with emails, phones and branch locations

Location

Headquarters

579 Main St
Bolton, MA 01740

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Branch offices

1 in 1 state

Registrations

• SEC registered, corporation formed in Delaware
• Registered in 49 jurisdictions
• Website: boltonsecurities.com

Every state, with registration dates

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