Daniel Borstein, financial advisor Northbrook IL

Daniel Borstein

CRD Number: 2807765
Current Firm: Boon Capital Advisors LLC

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.

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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
Contact Info for Daniel B. Borstein
Phone Number: 224-326-2044
Firm Website: http://www.booncap.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $585,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IL

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