Meredith Dasaro
OPERATIONS ACCOUNT MANAGER
Bolton Global Capital
Meredith Dasaro has been with Bolton Global Capital
since 2005. She is one of the most experienced members
of the Bolton operations team, having managed service
and operations for Bolton advisors catering to high net worth clients. Meredith holds a FINRA Series 99 license.
Phil Grenier
TRADING DEPARTMENT
Bolton Global Capital
Phil Grenier currently manages Bolton Global Capital’s trading desk which is responsible for fixed income, options, FX,
and equity trading. He has 16 years of industry experience. Phil graduated from New England Conservatory, and holds
an MBA from Suffolk University in Boston, MA. He also holds FINRA Series 7, 24, and 63 licenses.
Larry Rozas
ACCOUNT MANAGER
Bolton Global Capital
Larry Rozas joins Bolton Global Capital with over a decade
of experience in financial services. He specializes in regulatory compliance, operations, and client service, with proven success leading teams and streamlining processes. Larry holds FINRA Series 4, 24, 53, 7, 52, 63, 65, and 99 licenses.
The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed
with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Mejia Capital.
The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed
with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Mejia Capital.
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor
Mejia Capital, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
ME1/MEA0001b
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