Bolton Global Asset Management
45yrs
Top advisor by experience at Bolton Global Asset Management
24yrs
Sofia Bucay
Financial advisor at Bolton Global Asset Management
Sofia Bucay is a fiduciary financial advisor in Bolton, Massachusetts, with 24 years in the industry. Sofia joined Bolton Global Asset Management in 2025, after six years at Lifeinvest Wealth Management and eight years at IPG Investment Advisors. Bolton Global Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 106 advisors with offices in Bolton, and one of 102 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office579 Main Street, Bolton, MA 01740
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$761,941
Advisors at the firm150
States licensed ?1 state
Services through Bolton Global Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowBolton Securities CorporationCurrent firm
- 2018 – 2025Lifeinvest Wealth Management, LTDPreviously
- 2010 – 2018IPG Investment Advisors, LLCPreviously
- Mar 2010 – Jun 2010Investment Placement GroupPreviously
Contact Sofia
Local office(978) 779-6947Ask for Sofia. (978) 779-5361Main office 579 Main StreetBolton, MA 01740Office · Get directions Firm websiteHTTP://WWW.BOLTONCAPITALGROUP.COM
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Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sofia
How do I contact Sofia?
Call Sofia’s local office at (978) 779-6947 or the Bolton Global Asset Management main office at (978) 779-5361, and ask for Sofia Bucay.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Sofia hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Bolton Global Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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