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Daniel Benjamin Borstein

BOON CAPITAL ADVISORS LLC·NORTHBROOK, Illinois
SIE, Series 7, Series 31, Series 63, Series 66Clean record22 years registeredBOON CAPITAL ADVISORS LLC
666 DUNDEE ROAD, SUITE 1701, NORTHBROOK, IL 60062-2702CRD# 2807765Firm CRD# 174016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Benjamin Borstein · NORTHBROOK, IL
Registration
CRD #2807765 · BOON CAPITAL ADVISORS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BOON CAPITAL ADVISORS LLC
Feb 2015 – present
SANDLAPPER WEALTH MANAGEMENT, LLC
Apr 2013 – Feb 2015
NORTHBROOK, IL
MORGAN STANLEY
Jun 2009 – May 2013
DEERFIELD, IL
CITIGROUP GLOBAL MARKETS INC.
Jul 2004 – Jun 2009
DEERFIELD, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 66
Registration record
First registered · July 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOON CAPITAL ADVISORS LLC
CRD 174016 · SEC 801-130257
AUM
$147M
Regulatory assets under management
Employees
2
267 client accounts
Services offered by BOON CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BOON CAPITAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does Daniel Benjamin Borstein offer?
Daniel Benjamin Borstein specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Daniel Benjamin Borstein's credentials?
Daniel Benjamin Borstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Benjamin Borstein located?
Daniel Benjamin Borstein is based in NORTHBROOK, Illinois, working with BOON CAPITAL ADVISORS LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Daniel Benjamin Borstein charge for services?
Daniel Benjamin Borstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOON CAPITAL ADVISORS LLC?
BOON CAPITAL ADVISORS LLC has approximately 2 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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