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Ricardo Pedro Filizola

Bolton Securities Corp.

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About Ricardo Pedro Filizola

Ricardo Filizola is a financial advisor with Bolton Securities Corp. Ricardo has been in the financial industry since 1997. He holds the Series 7, Series 63 and Series 65 licenses. Ricardo has been a registered representative of Bolton Securities Corp. since 2008. Ricardo also has experience with A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Ricardo Filizola 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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Ricardo Filizola’s Registration & Firm History

TX

02/29/2008 - Present

Bolton Securities Corp. (BROWNSVILLE TX)

TX

04/22/1999 - 03/07/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROWNSVILLE TX)

MO

12/08/1997 - 04/27/1999

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ricardo Pedro Filizola. Review regulatory record here.
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