• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
GISELLE BIRCANN MERCADO
GISELLE DENISSE BIRCANN MERCADO, GISSELLE D MERCADO, GISSELLE DENISSE MERCADO
CRD#: 4097242
IA
Investment Adviser
B
Broker
BOLTON GLOBAL ASSET MANAGEMENTCRD#: 129376 1441 BRICKELL AVE
SUITE 1700
MIAMI, FL 33131
BOLTON GLOBAL CAPITALCRD#: 15650 1441 BRICKELL AVE
SUITE 1700
MIAMI, FL 33131
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2004 - 2005 (<1 year)2 FIRMS2005 - 2006 (1 year)2 FIRMS2006 - 2006 (<1 year)2 FIRMS2006 - 2010 (3 years)2 FIRMS2010 - 2012 (2 years)2 FIRMS2013 - 2015 (2 years)2 FIRMS2016 - 2017 (1 year)2 FIRMS2017 - 2022 (5 years)2 FIRMS2022 - Present (2 years)BSTATETRUST INVESTMENTS INC. (CRD# 104651)2012 - 2013 (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2001 - 2004 (3 years)IAMERRILL LYNCH PIERCE FENNER & ... (CRD# 7691)2004 - 2004 (<1 year)
License(s)

State Registrations

B
Florida 8/5/2022

IA
Florida 8/15/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
BOLTON GLOBAL ASSET MANAGEMENT (CRD#:129376)
1441 BRICKELL AVE SUITE 1700, MIAMI, FL 33131
Registered with this firm since 8/15/2022

B
BOLTON GLOBAL CAPITAL (CRD#:15650)
1441 BRICKELL AVE SUITE 1700, MIAMI, FL 33131
Miami, FL
Registered with this firm since 8/5/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/02/2017 - 09/06/2022 BOREAL CAPITAL MANAGEMENT LLC (CRD#:112221) MIAMI, FL
B
04/17/2017 - 09/06/2022 BOREAL CAPITAL SECURITIES LLC (CRD#:158599) MIAMI, FL
IA
01/28/2016 - 04/20/2017 MORGAN STANLEY (CRD#:149777) CORAL GABLE, FL
B
01/28/2016 - 04/20/2017 MORGAN STANLEY (CRD#:149777) CORAL GABLE, FL
IA
08/08/2013 - 10/21/2015 WELLS FARGO ADVISORS, LLC (CRD#:19616) MIAMI, FL
B
08/06/2013 - 10/21/2015 WELLS FARGO ADVISORS, LLC (CRD#:19616) MIAMI, FL
B
11/23/2012 - 08/07/2013 STATETRUST INVESTMENTS INC. (CRD#:104651) BOCA RATON, FL
IA
01/01/2010 - 02/02/2012 UBS FINANCIAL SERVICES INC. (CRD#:8174) MIAMI, FL
B
01/01/2010 - 02/02/2012 UBS FINANCIAL SERVICES INC. (CRD#:8174) MIAMI, FL
IA
08/23/2006 - 01/01/2010 UBS INTERNATIONAL INC. (CRD#:107726) MIAMI, FL
B
08/02/2006 - 01/01/2010 UBS INTERNATIONAL INC. (CRD#:107726) MIAMI, FL
IA
05/23/2006 - 07/10/2006 ATLAS ONE FINANCIAL ADVISORS, LLC (CRD#:127448) MIAMI, FL
B
05/05/2006 - 07/10/2006 ATLAS ONE FINANCIAL GROUP, LLC (CRD#:124057) MIAMI, FL
IA
02/23/2005 - 04/20/2006 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) MIAMI, FL
B
02/16/2005 - 04/20/2006 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) MIAMI, FL
IA
09/10/2004 - 01/10/2005 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) MIAMI , FL
B
09/09/2004 - 01/10/2005 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
IA
03/11/2004 - 09/21/2004 MERRILL LYNCH PIERCE FENNER & SMITH INC. (CRD#:7691) MIAMI, FL
B
08/09/2001 - 09/21/2004 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.