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Eugene Paul Bolter

BOLTER & COMPANY, LLC·GARDEN CITY, New York
Clean recordBOLTER & COMPANY, LLC
226 SEVENTH STREET, GARDEN CITY, NY 11530CRD# 25328Firm CRD# 113376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene Paul Bolter · GARDEN CITY, NY
Registration
CRD #25328 · BOLTER & COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eugene Paul Bolter is a registered financial advisor based in GARDEN CITY, New York, affiliated with BOLTER & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BOLTER & COMPANY, LLC
BOLTER & COMPANY, LLC
AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOLTER & COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 25328
Firm CRD# 113376
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eugene Paul Bolter offer?
Eugene Paul Bolter specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GARDEN CITY, New York for a consultation.
What are Eugene Paul Bolter's credentials?
Eugene Paul Bolter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene Paul Bolter located?
Eugene Paul Bolter is based in GARDEN CITY, New York, working with BOLTER & COMPANY, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Eugene Paul Bolter charge for services?
Eugene Paul Bolter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOLTER & COMPANY, LLC?
BOLTER & COMPANY, LLC has approximately 3 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Victoria Ann Mccann
GARDEN CITY, NY

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