EB
Eli Butnaru
BOLTON SECURITIES
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 2527114
EB
Professional summary
Eli Butnaru is a registered financial advisor currently at BOLTON SECURITIES CORPORATION located in Miami, Florida and BOLTON GLOBAL CAPITAL located in Miami, Florida.
Eli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Eli has worked at 8 firms and has passed the Series 63, Series 65, Series 52TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Owner and Manager of Butnar, LLC, entity established June 2022 in Florida. Purpose is to operate Bolton related businesses, Not advertised as DBA. Not directly investment related. 0 hours spent per month. Conducted from personal residence. 2) Investment Advisor Representative of Bolton Securities Corporation, DBA 'Bolton Global Capital'. Activity is fulltime and balanced with securities business. Investment related. Rep is contact person. Conducted from branch location. Eli is approved for providing investment advisory services held on outside custodian, Charles Schwab. 3) Co-owner and Manager with spouse IRA ANEL, LLC. Entity created February, 2024 in Florida for the purpose of owning and managing real estate property in Madrid, Spain which will be rented out. Anel LLC owns CASTELLO13 SL, a local Spanish entity, which then owns the property. Personally investment related. Not conducted from Branch location. Eli is contact person. Will spend less than 1-hour per month on activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eli Butnaru's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eli Butnaru's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2025 - Present
BOLTON SECURITIES CORPORATION
Office #1: 1441 Brickell Ave Suite 1700, Miami, FL 33131RIA
BD
CRD#: 129376
MIAMI, FL
Current
July 26, 2022 - Present
BOLTON GLOBAL CAPITAL
Office #1: 1441 Brickell Ave Suite 1700, Miami, FL 33131BD
CRD#: 15650
Miami, FL
Past
August 8, 2022 - January 6, 2024
BOLTON SECURITIES CORPORATION
RIA
CRD#: 129376
MIAMI, FL
Past
December 10, 2012 - August 12, 2022
BOREAL CAPITAL MANAGEMENT LLC
RIA
CRD#: 112221
MIAMI, FL
Past
May 2, 2012 - August 12, 2022
BOREAL CAPITAL SECURITIES LLC
BD
CRD#: 158599
Miami, FL
Past
July 19, 2010 - July 22, 2011
BNP PARIBAS INVESTMENT SERVICES, LLC
BD
CRD#: 44598
MIAMI, FL
Past
January 1, 2010 - August 3, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CORAL GABLES, FL
Past
January 1, 2010 - August 3, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CORAL GABLES, FL
Past
August 9, 2006 - January 1, 2010
UBS INTERNATIONAL INC.
RIA
CRD#: 107726
CORAL GABLES, FL
Past
August 22, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
BD
CRD#: 107726
CORAL GABLES, FL
Past
September 15, 1994 - October 26, 1998
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/26/2022)
IAR
Florida(3/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BS
BOLTON SECURITIES CORPORATION
BOLTON GLOBAL ASSET MANAGEMENT | NEWERA WEALTH ADVISORS | DELTA GLOBAL ASSET MANAGEMENT | BOLTON SECURITIES CORPORATION | BOLTON SECURITIES CORP
CRD#: 129376 / SEC#: 801-66962, 8-68187
RIA
Registered Investment Advisory firm - SEC (8/9/2006 Approved)Georgia
Registered Investment Advisory firm - SEC (8/14/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (8/17/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
579 Main Street, Bolton, MA 01740
Mailing Address
579 Main Street, Bolton, MA 01740
Phone number
(978) 779-6947
Established
Delaware since 07/30/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
154
SEC notice filing (38 States and Territories)
FINRA licenses (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,977 |
| AUM (Assets Under Management) | $ 7,004,872,405 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOLTON SECURITIES CORPORATION
CRD#: 129376Miami, FL 33131TRUST BUT VERIFY
Monitor Eli Butnaru
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
