Gabriella Isabel Espaillat
Investment Adviser Representative at Bolton Global Asset Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gabriella Isabel Espaillat is an investment adviser representative with Bolton Global Asset Management in Plantation, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bolton Global CapitalMay 2026 – no end date reportedBolton, MA
- Bolton Global Asset ManagementMay 2026 – no end date reportedBolton, MA
- J.p. Morgan Securities LLCSep 2023 – May 2026Plantation, FL
- Jpmorgan Chase BANK, N.A.Oct 2019 – May 2026Plantation, FL
- CrocsAug 2018 – Sep 2019Sunrise, FL
- Artesia CommunityMay 2019 – Oct 2019Sunrise, FL
- UnemployedSep 2013 – Jul 2018Plantation, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bolton Global Asset Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 149
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Bolton, MA
- SEC file number:
- 801-66962
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriella Isabel Espaillat has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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