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Skyline New York
GLOBAL WEALTH MANAGEMENT
CUSTODY & CLEARING

Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.

SERVICES

By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.

 

PROTECTION OF CLIENT ASSETS

BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in custody. 

 

ABOUT US

New York Investment Solutions provides global wealth management solutions with unsurpassed client service.  We are a recognized global wealth advisor to a select number of high net wealth families with global interests and exposures. With many years of experience, our team is uniquely capable of helping families navigate global financial markets, life milestones, and to ultimately live and leave the legacy they desire

ABOUT US

CONTACT US

NEW YORK INVESTMENT SOLUTIONS

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48 Wall Street 11th Floor, New York, NY, 10005 (non-branch location)
 

55 Ledgeways, Wellesley, MA 02481

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info@newyork-is.com

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Content Copyright © 2023 New York Investment Solutions. All Rights Reserved.

 

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978.779.5361. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor.

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State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

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New York Investment Solutions, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

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Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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