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Raymond Louis Jr Grenier

BOLTON SECURITIES CORP·BOLTON, Massachusetts
SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 66, Series 99TO20 years registeredBOLTON SECURITIES CORP
579 MAIN STREET, BOLTON, MA 01740CRD# 1404159Firm CRD# 129376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Louis Jr Grenier · BOLTON, MA
Registration
CRD #1404159 · BOLTON SECURITIES CORP · 20 years registered
Brand Profile
Not yet started
01

Career History

BOLTON GLOBAL ASSET MANAGEMENT
Mar 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 66
Series 99TO
Registration record
First registered · March 31, 2006
Years registered · 20
03

Disclosure History

2006Criminal·Final Disposition
2002Customer Dispute·Settled
2002Regulatory·Final
1998Customer Dispute·Closed-No Action
1998Customer Dispute·Closed-No Action
1995Regulatory·Final

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

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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05

Frequently Asked Questions

What services does Raymond Louis Jr Grenier offer?
Raymond Louis Jr Grenier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOLTON, Massachusetts for a consultation.
What are Raymond Louis Jr Grenier's credentials?
Raymond Louis Jr Grenier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Louis Jr Grenier located?
Raymond Louis Jr Grenier is based in BOLTON, Massachusetts, working with BOLTON SECURITIES CORP. Their office serves clients in the BOLTON metropolitan area and surrounding communities.
How does Raymond Louis Jr Grenier charge for services?
Raymond Louis Jr Grenier'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
Martha Jean Moore
BOLTON, MA
Steven Christopher Preskenis
BOLTON, MA

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Research
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