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Chelseay Ann Boulos

BMO Capital Markets Corp.

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About Chelseay Ann Boulos

Chelsey Ann Boulos is a licensed financial advisor who has been in the financial industry since 2009. Chelsea has a strong background in investment banking and securities, holding licenses for Series 7, 79 and 63, and the SIE Exam. Chelsea is currently a registered representative with BMO Capital Markets Corp. where she provides securities trading ideas and research for clients. Previously, Chelsea held positions with UBS Securities LLC and Citigroup Global Markets Inc., further strengthening her experience in the financial industry.

Firm Information

Chelseay Boulos is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Chelseay Boulos’s Registration & Firm History

NY

01/14/2019 - Present

BMO Capital Markets Corp. (New York NY)

NY

08/20/2012 - 12/19/2018

UBS SECURITIES LLC (NEW YORK NY)

NY

09/11/2006 - 07/24/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Chelseay Ann Boulos.
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