Eilon S. Amir

BROWNSTONE FINANCIAL GROUP LLC

NEWTONVILLE, MA 02460

Some features on this profile are disabled

CRD#: 6318401

Professional summary

Eilon S Amir, who also goes by Eilon Amir, is a registered financial advisor currently at BROWNSTONE FINANCIAL GROUP LLC located in Newtonville, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eilon Amir

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eilon S Amir'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®

None

Experience

Current

November 4, 2025 - Present

BROWNSTONE FINANCIAL GROUP LLC

Office #1: 12 Bolton Rd, Newtonville, MA 02460

RIA

CRD#: 306404

NEWTONVILLE, MA

Past

July 7, 2025 - September 3, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 15, 2017 - May 9, 2018

OUTCOME CAPITAL, LLC

CRD#: 100960

BOSTON, MA

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 4/8/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/27/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/7/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/12/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 3/15/2017

Investment Banking Registered Representative Examination

Current Firm

BROWNSTONE FINANCIAL GROUP LLC

CRD#: 306404 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/10/2023 Approved)

New Hampshire

Registered Investment Advisory firm - (1/19/2022 Approved)

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

75 Gilcreast Road Suite 210, Londonderry, NH 03053

Mailing Address

Phone number

(603) 686-7999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 18,320,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eilon S. Amir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BROWNSTONE FINANCIAL GROUP LLC

EQUITABLE ADVISORS, LLC

OUTCOME CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2025

Series 63

Date: 11/27/2017

Series 7TO

Date: 7/7/2025

SIE

Date: 3/12/2025

Series 79

Date: 3/15/2017

Current Firm

BROWNSTONE FINANCIAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROWNSTONE FINANCIAL GROUP LLC

TRUST BUT VERIFY

Similar Advisors