MB
Micah R. Bolotin
PROSPERITY - AN EISNERAMPER COMPANY
Boston, MA 02110
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CRD#: 6462010
MB
Professional summary
Micah R Bolotin, who also goes by Micah R Bolotin, is a registered financial advisor currently at PROSPERITY - AN EISNERAMPER COMPANY located in Boston, Massachusetts and DAI SECURITIES, LLC located in Boston, Massachusetts.
Micah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Micah has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Micah R Bolotin
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) Fixed Insurance and Annuity Sales. Investment-Related. 160 Federal Street, Boston, MA 02110. Nature: Fixed Annuity and Insurance Sales. Title/Position: Insurance Agent. Start Date: 06/01/2018. Approx. 2 hours per month devoted to business, 1 hour during securities trading.
CRS (Client Relationship Summary) - RIA
Click below to view Micah R Bolotin'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
September 5, 2025 - Present
PROSPERITY - AN EISNERAMPER COMPANY
Office #1: 160 Federal Street, Boston, MA 02110RIA
CRD#: 133777
Boston, MA
Current
September 11, 2025 - Present
DAI SECURITIES, LLC
Office #1: 160 Federal St 9th Floor, Boston, MA 02110BD
CRD#: 36673
BOSTON, MA
Past
March 25, 2017 - September 25, 2025
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WAKEFIELD, MA
Past
March 25, 2017 - September 25, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WAKEFIELD, MA
Past
September 16, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WAKEFIELD, MA
Past
July 10, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WAKEFIELD, MA
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".
P-
PROSPERITY - AN EISNERAMPER COMPANY
PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY
CRD#: 133777 / SEC#: 801-96321
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/20/2015 Terminated)Maryland
Registered Investment Advisory firm - (5/19/2015 Terminated)Virginia
Registered Investment Advisory firm - (5/20/2015 Terminated)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
California(9/11/2025)
RR
Connecticut(9/11/2025)
RR
Florida(9/11/2025)
RR
Iowa(9/11/2025)
RR
Louisiana(9/11/2025)
RR
Maine(9/11/2025)
RR
Massachusetts(9/11/2025)
IAR
Massachusetts(9/17/2025)
RR
Missouri(9/11/2025)
RR
New Hampshire(9/11/2025)
RR
North Carolina(9/11/2025)
RR
Rhode Island(9/11/2025)
IAR
Texas(9/5/2025)
RR
Texas(9/11/2025)
RR
Vermont(9/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
P-
PROSPERITY - AN EISNERAMPER COMPANY
PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY
CRD#: 133777 / SEC#: 801-96321
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/20/2015 Terminated)Maryland
Registered Investment Advisory firm - (5/19/2015 Terminated)Virginia
Registered Investment Advisory firm - (5/20/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117
Mailing Address
Phone number
(410) 363-7211
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,557 |
| AUM (Assets Under Management) | $ 3,195,898,263 |
Red Flags
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Company Information
PROSPERITY - AN EISNERAMPER COMPANY
CRD#: 133777Boston, MA 02110TRUST BUT VERIFY
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