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Eilon S Amir

BROWNSTONE FINANCIAL GROUP
NEWTON, MA
·CRD# 6318401·9 years experience

Professional Summary

Eilon S Amir, who also goes by Eilon Amir, is a registered financial advisor currently at BROWNSTONE FINANCIAL GROUP LLC located in Newton, Massachusetts. Eilon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eilon has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 79 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eilon Amir

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

BROWNSTONE FINANCIAL GROUP LLC·CRD# 306404
RIA
2020 Commonwealth Ave, Newton, MA 02466
November 4, 2025 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
July 7, 2025 - September 3, 2025
OUTCOME CAPITAL, LLC·CRD# 100960
BD
Boston, MA
March 15, 2017 - May 9, 2018

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Current Firm

BF
BROWNSTONE FINANCIAL GROUP LLC

BROWNSTONE FINANCIAL GROUP LLC

CRD#: 306404
Massachusetts
Registered Investment Advisory firm - Massachusetts (7/10/2023 Approved)
New Hampshire
Registered Investment Advisory firm - New Hampshire (1/19/2022 Approved)

Contact Information

Main Address

75 Gilcreast Road Suite 210, Londonderry, NH 03053

Phone Number

(603) 686-7999

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

153

AUM (Assets Under Management)

$17,250,000

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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.

1/2023 - Present - Beit Sasson Sephardic Congregation Newton; Non-investment related; 556 Ward Street, Newton, MA 02459; Synagogue; Volunteer Vice President of the Board; 5 hours per week

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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.
IAR
Massachusetts
(12/10/2025)
IAR
New Hampshire
(11/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2025About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2017About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2025About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Mar 2017About the Series 79 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eilon S Amir's CRS (Customer Relationship Summary).

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