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
Bolton, MA 01740
Credentials
CFA®
Industry experience
6 years
William Kriz Pakciarz is a CFA® charterholder with six years of industry experience. He is currently affiliated with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2019. He also serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., foreign investment advisory firms licensed by the Central Bank of Uruguay. Additionally, he owns VioLesan, a private company in Uruguay providing economic consulting services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs an independent adviser representative model that customizes portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach while allowing tactical trading.
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.
579 Main Street
Bolton, MA 01740
Indiana
Bolton Global Asset Management
2019 - Present (7 years)
Bolton Global Capital
2019 - Present (7 years)
Sun Partners S.A. / Sun Partners Uruguay S.A.
2016 - Present (10 years)
Biscap SRL
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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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
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