DB
Dmitriy Bolotnyy
NAYLOR & COMPANY
Medusa, NY
Some features on this profile are disabled
CRD#: 6795264
DB
Professional summary
Dmitriy Bolotnyy is a registered financial advisor currently at NAYLOR & COMPANY located in Medusa, New York.
Dmitriy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dmitriy has worked at 1 firm and has passed the Series 65 exam.
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.
I currently have a partnership. Under the name of Shortcake Music. It is not an Investment-related business. It is a music composition business. I devote 5 hours per month. I devote 0 hours during securities trading hours. It is a music composition business. I compose the music. I also run a small fruit orchard in NY under the name of Velvet Earth Farm. I devote 20 hours a week to the farm. Mostly weekends or premarket hours. I tend the orchard.
CRS (Client Relationship Summary) - RIA
Click below to view Dmitriy Bolotnyy'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
July 6, 2017 - Present
NAYLOR & COMPANY
RIA
CRD#: 124924
Medusa, NY
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
Arizona(11/20/2024)
IAR
California(7/6/2017)
IAR
New York(8/17/2025)
Current Firm
N&
NAYLOR & COMPANY
NAYLOR & CO., LLC | NAYLOR & COMPANY INVESTMENTS, LLC | NAYLOR & COMPANY
CRD#: 124924 / SEC#:
Arizona
Registered Investment Advisory firm - (11/20/2024 Approved)California
Registered Investment Advisory firm - (2/26/2003 Approved)Indiana
Registered Investment Advisory firm - (12/17/2020 Terminated)New York
Registered Investment Advisory firm - (8/17/2025 Approved)Texas
Registered Investment Advisory firm - (9/16/2021 Conditional Restricted)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
Orinda, CA
Mailing Address
Phone number
(415) 741-7280
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 241 |
| AUM (Assets Under Management) | $ 81,690,442 |
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.
