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Martha Jean Moore

BOLTON SECURITIES CORP·BOLTON, Massachusetts
SIE, Series 4, Series 7, Series 24, Series 63Clean recordBOLTON SECURITIES CORP
579 MAIN STREET, BOLTON, MA 01740CRD# 3140567Firm CRD# 129376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martha Jean Moore · BOLTON, MA
Registration
CRD #3140567 · BOLTON SECURITIES CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BOLTON SECURITIES CORP
CRD 129376 · SEC 801-66962
AUM
$5.9B
Regulatory assets under management
Employees
153
6,217 client accounts
Services offered by BOLTON SECURITIES CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOLTON SECURITIES CORP →
Introduction

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Frequently Asked Questions

What services does Martha Jean Moore offer?
Martha Jean Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOLTON, Massachusetts for a consultation.
What are Martha Jean Moore's credentials?
Martha Jean Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martha Jean Moore located?
Martha Jean Moore is based in BOLTON, Massachusetts, working with BOLTON SECURITIES CORP. Their office serves clients in the BOLTON metropolitan area and surrounding communities.
How does Martha Jean Moore charge for services?
Martha Jean Moore's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOLTON SECURITIES CORP?
BOLTON SECURITIES CORP has approximately 153 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOLTON SECURITIES CORP

Daphne Jane Mahle
BOLTON, MA
Eugene Francis Jr Hayes
BOLTON, MA
Philippe Benjamin Grenier
BOLTON, MA
Raymond Louis Jr Grenier
BOLTON, MA
Steven Christopher Preskenis
BOLTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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