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RIA / WealthAdvisor29 years in industry

DANIEL BENJAMIN BORSTEIN

Advisor at BOON CAPITAL ADVISORS LLC

NORTHBROOK, IL

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Search this name across graphsid dfx:ria:84e5e158-aa55-4944-cc5c-4f622949ea57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 6, 2004 to Sep 14, 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: BOON CAPITAL ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 5, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 5, 1996
First registration: Jul 6, 2004
Dual registered: no
IAPD individual key: 2807765

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
BOON CAPITAL ADVISORS LLC	Independent wealth	Feb 19, 2015	n/a	yes	NORTHBROOK, IL	Current employment
SANDLAPPER WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 19, 2013	Feb 19, 2015	no	GREENVILLE, SC\|GREENVILLE, SC\|NORTHBROOK, IL\|NORTHBROOK, IL\|GREENVILLE, SC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 2, 2013	no	Deerfield, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 6, 2004	Jun 1, 2009	no	DEERFIELD, IL\|DEERFIELD, IL\|HIGHLAND PARK, IL\|HIGHLAND PARK, IL	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
SANDLAPPER WEALTH MANAGEMENT, LLC	BOON CAPITAL ADVISORS LLC	Feb 19, 2015	Feb 19, 2015	0	Firm change	Other
MORGAN STANLEY	SANDLAPPER WEALTH MANAGEMENT, LLC	May 2, 2013	Apr 19, 2013	-13	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ BOON CAPITAL ADVISORS LLCRegistered adviserregistration: current employment
Feb 19, 2015 to presentfactForm ADV
→ SANDLAPPER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 19, 2013 to Feb 19, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 2, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 6, 2004 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.