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Michael A Pansovoy

Bolton Securities Corp.

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About Michael A Pansovoy

Michael A. Pansovoy is an Investment Advisor Representative with Bolton Securities Corp., operating under dba 'North Andover Trust Corporation'. Michael is a registered representative with FINRA and is licensed in several states. Michael is also the owner and operator of North Andover Trust Corp., a public-facing s-corp created to operate securities and investment advisory businesses. Michael has been in the securities industry since 1988. Michael specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals and selection of other advisors. Michael also owns and operates PAN-A-SEA, LLC., a charter boat business. Michael maintains an active insurance license and is a co-owner of VCM Advisors, LLC.

Firm Information

Michael Pansovoy 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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Michael Pansovoy’s Registration & Firm History

MA

03/27/2007 - Present

Bolton Securities Corp. (BOLTON MA)

NJ

01/28/1995 - 03/10/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

01/25/1989 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

CO

04/20/1988 - 03/15/1989

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 02/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael A Pansovoy.
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