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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

CONNY S DE LA TORRE

Advisor at BOLTON GLOBAL ASSET MANAGEMENT

MIAMI, FL | BOLTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ca3b53d-edef-f0ac-3967-64cf2322f27e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 6, 2014 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: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 1, 2014
First registration: May 6, 2014
Dual registered: yes, broker-dealer
Other names: CONNY STEPHANY DE LA TORRE|CONNY S DE LA TORRE|CONNY DE LA TORRE
IAPD individual key: 6195169

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	Oct 6, 2023	n/a	yes	MIAMI, FL\|BOLTON, MA	Current employment
MORGAN STANLEY	Wirehouse	Jul 2, 2014	Oct 4, 2023	no	Fort Lauderdale, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 6, 2014	Jul 2, 2014	no	FORT LAUDERDALE, 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
MORGAN STANLEY	BOLTON GLOBAL ASSET MANAGEMENT	Oct 4, 2023	Oct 6, 2023	2	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Jul 2, 2014	Jul 2, 2014	0	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:129376:FL:2023-09-20	Oct 4, 2023	Oct 6, 2023	FORT LAUDERDALE, FL	Firm change

Relationships

Registered with (3)

→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: current employment
Oct 6, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 2, 2014 to Oct 4, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 6, 2014 to Jul 2, 2014factForm ADV

Dated events

Occurred
Oct 4, 2023
Advisor changed firm
Conny S De La Torre left Morgan Stanley for Bolton Global Asset Management (registered 2023-10-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ca3b53d-edef-f0ac-3967-64cf2322f27e
First observed: May 6, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONNY S DE LA TORRE

Advisor at BOLTON GLOBAL ASSET MANAGEMENT

MIAMI, FL | BOLTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ca3b53d-edef-f0ac-3967-64cf2322f27e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BOLTON GLOBAL ASSET MANAGEMENT

Bd affiliated wealth

Oct 6, 2023

n/a

yes

MIAMI, FL|BOLTON, MA

Current employment

MORGAN STANLEY

Wirehouse

Jul 2, 2014

Oct 4, 2023

Fort Lauderdale, FL

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 6, 2014

Jul 2, 2014

FORT LAUDERDALE, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

BOLTON GLOBAL ASSET MANAGEMENT

Oct 4, 2023

Oct 6, 2023

Firm change

Wirehouse to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

Jul 2, 2014

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

149777:129376:FL:2023-09-20

Oct 4, 2023

Oct 6, 2023

FORT LAUDERDALE, FL

Firm change