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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)31 years in industry

ELI BUTNARU

Advisor at BOLTON GLOBAL ASSET MANAGEMENT

BOLTON, MA | MIAMI, FL

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Search this name across graphsid dfx:ria:543d15b9-5b95-bdd0-801e-e823f205545b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 9, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOLTON GLOBAL ASSET MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Jan 18, 1995
First registration: Aug 9, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 2527114

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Mar 7, 2025	n/a	yes	BOLTON, MA\|MIAMI, FL	Current employment
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Aug 8, 2022	Jan 6, 2024	no	MIAMI, FL\|BOLTON, MA	Previous registration
MORA CAPITAL MANAGEMENT, LLC	Independent wealth	Dec 10, 2012	Aug 12, 2022	no	MIAMI, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 1, 2010	Aug 3, 2010	no	CORAL GABLES, FL	Previous registration
UBS INTERNATIONAL INC.	n/a	Aug 9, 2006	Jan 1, 2010	no	NEW YORK, NY\|CORAL GABLES, FL\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORA CAPITAL MANAGEMENT, LLC	BOLTON GLOBAL ASSET MANAGEMENT	Aug 12, 2022	Aug 8, 2022	-4	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	MORA CAPITAL MANAGEMENT, LLC	Aug 3, 2010	Dec 10, 2012	860	Firm change after gap	Other
UBS INTERNATIONAL INC.	UBS FINANCIAL SERVICES INC.	Jan 1, 2010	Jan 1, 2010	0	Bulk transfer	Other

Relationships

Registered with (4)

→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 8, 2022 to Jan 6, 2024factForm ADV
→ MORA CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 10, 2012 to Aug 12, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 1, 2010 to Aug 3, 2010factForm ADV
→ UBS INTERNATIONAL INC.Registered adviserregistration: previous registration
Aug 9, 2006 to Jan 1, 2010factForm ADV

Dated events

Occurred
Aug 12, 2022
Advisor changed firm
Eli Butnaru left Mora Capital Management, Llc for Bolton Global Asset Management (registered 2022-08-08)
Form ADVobserved 5 days ago