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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

VICTOR KELVIN HERNANDEZ

Advisor at BOLTON GLOBAL ASSET MANAGEMENT

MIAMI, FL | BOLTON, MA

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Search this name across graphsid dfx:ria:367bb9c5-ed13-a3e1-00f2-0f5890e0c603

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 9, 2011 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 18, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 18, 2006
First registration: Sep 9, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 5015535

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	Apr 30, 2025	n/a	yes	BOLTON, MA\|MIAMI, FL	Current employment
NEWERA WEALTH	Former SEC adviser	Aug 27, 2024	Aug 26, 2025	no	CORAL GABLES, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 29, 2011	Apr 4, 2024	no	Miami, FL\|Miami, FL\|PALM BEACH GARDENS, FL\|Miami, FL	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	Sep 9, 2011	Nov 17, 2011	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
NEWERA WEALTH	BOLTON GLOBAL ASSET MANAGEMENT	Aug 26, 2025	Apr 30, 2025	-118	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	NEWERA WEALTH	Apr 4, 2024	Aug 27, 2024	145	Firm change	Wirehouse to new firm
HSBC SECURITIES (USA) INC.	J.P. MORGAN SECURITIES LLC	Nov 17, 2011	Nov 29, 2011	12	Firm change	Other

Relationships

Registered with (4)

→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: current employment
Apr 30, 2025 to presentfactForm ADV
→ NEWERA WEALTHRegistered adviserregistration: previous registration
Aug 27, 2024 to Aug 26, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 29, 2011 to Apr 4, 2024factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
Sep 9, 2011 to Nov 17, 2011factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Victor Kelvin Hernandez left Newera Wealth for Bolton Global Asset Management (registered 2025-04-30)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2024
Advisor changed firm
Victor Kelvin Hernandez left J.P. Morgan Securities Llc for Newera Wealth (registered 2024-08-27)
Form ADVobserved 5 days ago