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RIA / WealthAdvisor23 years in industry

CRISTINA CLARIBEL ACOSTA

Advisor at BOLTON GLOBAL ASSET MANAGEMENT

MIAMI, FL | BOLTON, MA

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Search this name across graphsid dfx:ria:0b40b708-8b1f-2c7b-059d-0578249e21a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOLTON GLOBAL ASSET MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 14, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 14, 2002
First registration: Sep 22, 2016
Dual registered: no
IAPD individual key: 4461245

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Jan 5, 2026	n/a	yes	BOLTON, MA\|MIAMI, FL	Current employment
CARDEA CAPITAL GROUP, INC.	Former SEC adviser	Aug 4, 2022	Apr 24, 2024	no	ATLANTA, GA\|Miami, FL	Previous registration
CRESCENDO ASSET MANAGEMENT LLC	Former SEC adviser	Aug 30, 2019	Dec 31, 2021	no	NEW YORK, NY	Previous registration
MORA CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 22, 2016	Oct 1, 2018	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARDEA CAPITAL GROUP, INC.	BOLTON GLOBAL ASSET MANAGEMENT	Apr 24, 2024	Jan 5, 2026	621	Firm change after gap	RIA to RIA
CRESCENDO ASSET MANAGEMENT LLC	CARDEA CAPITAL GROUP, INC.	Dec 31, 2021	Aug 4, 2022	216	Firm change	Other
MORA CAPITAL MANAGEMENT, LLC	CRESCENDO ASSET MANAGEMENT LLC	Oct 1, 2018	Aug 30, 2019	333	Firm change	Other

Relationships

Registered with (4)

→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ CARDEA CAPITAL GROUP, INC.Registered adviserregistration: previous registration
Aug 4, 2022 to Apr 24, 2024factForm ADV
→ CRESCENDO ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 30, 2019 to Dec 31, 2021factForm ADV
→ MORA CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 22, 2016 to Oct 1, 2018factForm ADV

Dated events

Occurred
Apr 24, 2024
Advisor changed firm
Cristina Claribel Acosta left Cardea Capital Group, Inc. for Bolton Global Asset Management (registered 2026-01-05)
Form ADVobserved 4 days ago