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Brian Anthony Traverso

Bolt Wealth Management LLC

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About Brian Anthony Traverso

Brian Traverso is an investment advisor representative with Bolt Wealth Management LLC. Brian has been in the securities industry for over 15 years. Brian has been registered with Bolt Wealth Management LLC since 2017. Previously, Brian was registered with LPL Financial LLC from 2009 to 2013 and Wells Fargo Investments, LLC from 2005 to 2009. Brian holds the Series 7 and Series 66 securities licenses. Brian is a Chartered Financial Consultant and has experience providing financial planning, pension consulting, and portfolio management services.

Firm Information

Brian Traverso is currently registered with Bolt Wealth Management LLC. Bolt Wealth Management LLC is an investment advisory firm headquartered in San Francisco, CA. The firm manages approximately $35.3 million in assets for 193 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals.

$35.28M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Traverso’s Registration & Firm History

CA

06/13/2017 - Present

Bolt Wealth Management LLC (CLOVIS CA)

CA

08/13/2009 - 02/25/2013

LPL FINANCIAL LLC (FRESNO CA)

CA

09/07/2005 - 04/15/2009

WELLS FARGO INVESTMENTS, LLC (FRESNO CA)

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Licenses & Designations

BOTH

Issued 10/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Anthony Traverso.
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