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Dmitriy Bolotnyy

Naylor & Co.

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About Dmitriy Bolotnyy

Dmitriy Bolotnyy is an Investment Advisor Representative associated with Naylor & Co. Dmitriy has been in the industry since April 2017 and holds a Series 65 license. Dmitriy's firm has offices in San Francisco, Orinda and Pleasanton, California. Naylor & Co. provides portfolio management for individuals and pension consulting services.

Firm Information

Dmitriy Bolotnyy is currently registered with Naylor & Co.. Naylor & Co. is an investment advisor with 3 investment adviser representatives. They manage $75,541,962 in regulatory assets under management. The firm offers a variety of advisory services, including pension consulting, selection of other advisers, and portfolio management for individuals. The firm has a total of 247 client accounts, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$75.54M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dmitriy Bolotnyy’s Registration & Firm History

CA

07/06/2017 - Present

Naylor & Co. (San Francisco CA)

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Licenses & Designations

IA

Issued 07/06/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dmitriy Bolotnyy.
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