Advisor at Bolton Securities Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bolton Securities Corporation
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
8 years
Cristina Acosta is a financial advisor at Bolton Securities Corporation with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lloyd Crescendo Advisors and Cardea Capital Advisors. Outside of her advisory role, she is involved in financial education initiatives for women, serving as a Circle Leader for the nonprofit Invest for Better and founding 5E Wealth Lab, a company focused on creating financial education programs for women and girls. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm’s approach emphasizes tailoring portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
1441 Brickell Ave, Suite 1700
Miami, FL 33131
Florida
Bolton Global Asset Management
2024 - Present (2 years)
Cardea Capital Advisors
2023 - 2024 (1 year)
Cardea Capital Group, Inc.
2022 - 2024 (2 years)
Lloyd Crescendo Advisors, LLC
2018 - 2022 (4 years)
Mora Wealth Management Llc
2016 - 2018 (2 years)
Mora Wealth Management, A.G.
2010 - 2016 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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