Daniel Borstein (CRD# 2807765) is an Investment Advisor Representative working at Boon Capital Advisors LLC in Northbrook, IL and has over 27 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Boon Capital Advisors LLC | Northbrook, IL | Feb 2015 - Current | 9 |
Sandlapper Wealth Management, LLC | Northbrook, IL | Jan 2015 - Feb 2015 | < 1 |
Sandlapper Securities, LLC | Greenville, SC | Jun 2014 - Feb 2015 | < 1 |
Colony Park Financial Services, LLC | Highland Park, IL | Apr 2013 - Dec 2014 | 1 |
Morgan Stanley Smith Barney | Deerfield, IL | Jun 2009 - Jun 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- IL
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$585,308
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.