President · Bolton Global Asset Management
Matthew George Beals
CRD 5157251 · Named on Form ADV at one SEC-registered adviser
At a glance
Bolton Global Asset Management, an SEC-registered broker-dealer firm based in Bolton, MA with $8.3 billion in regulatory assets, lists Matthew George Beals on its Form ADV as President, a control person.
Firms and roles
- Bolton Global Asset ManagementPresidentBroker-dealer firm · Bolton, MA · $8.3B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven Christopher PreskenisChief Executive Officer, Bolton Global Asset Management
- Daphne Jane MahleChief Compliance Officer, Bolton Global Asset Management
- Steven R TarpeyCFO and Finop, Bolton Global Asset Management
- John Gennaro CataldoChief Legal Officer and Chief Admin OFF., Bolton Global Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.