DB
Dmitriy Bolotnyy
NAYLOR & COMPANY
Medusa, NY
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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.
The advisor shows no other business activity.
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)PREMIUM
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Contact information
Main Address
Orinda, CA
Mailing Address
Phone number
(415) 741-7280
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 99,801,590 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
