Bolton Global Asset Management
45yrs
Top advisor by experience at Bolton Global Asset Management
20yrs
Daniel Geller
Financial advisor at Bolton Global Asset Management
Daniel Geller is a fiduciary financial advisor in Bolton, Massachusetts, with 20 years in the industry. Daniel joined Bolton Global Asset Management in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
Experience20 years (since 2007)
How that compares ?More experience than 60% 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
- 2021 – nowBolton Securities CorporationCurrent firm
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Daniel’s local office at (978) 779-6947 or the Bolton Global Asset Management main office at (978) 779-5361, and ask for Daniel Geller.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 20 years. More experience than 60% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel 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 Daniel 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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