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Luisa C Muro

Bolton Securities Corp.

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About Luisa C Muro

Luisa Muro is a registered investment advisor representative with Bolton Securities Corp. Luisa has been in the industry since June 2006. Previously, Luisa was employed at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Luisa is registered in Florida, Georgia, North Carolina, and Texas. She holds the Series 66, Series 7, and SIE licenses. Luisa has a history of working with individuals, corporations and pension plans, and has expertise in areas such as financial planning and portfolio management.

Firm Information

Luisa Muro is currently registered with Bolton Securities Corp.. Bolton Securities Corp. is a registered investment advisor that has been in business since 1999. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have offices in Bolton, Massachusetts and are registered in all 50 states and the District of Columbia.
Bolton Securities Corp.

579 MAIN STREET

BOLTON, MA 01740

$5.85B

Assets Under Management

Not reported

Total Clients

138

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luisa Muro’s Registration & Firm History

FL

09/21/2023 - Present

Bolton Securities Corp. (MIAMI FL)

FL

10/19/2011 - 09/20/2023

MORGAN STANLEY (Miami FL)

FL

05/25/2006 - 10/05/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

BOTH

Issued 12/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luisa C Muro.
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