Dmitriy Bolotnyy
Naylor & Company · Medusa, New York
Dmitriy Bolotnyy is a fee-only financial advisor at Naylor & Company in Medusa, New York. Dmitriy focuses on tax planning and estate & legacy planning. Naylor & Company reports charging a percentage of assets on its Form ADV.
Request an introduction to Dmitriy →
Specialties
Facts
| Firm | Naylor & Company |
|---|---|
| Based in | Medusa, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $103.4M across 240 accounts |
| SEC registration | Investment adviser representative in AZ, CA, NY · CRD 6795264 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.naylorinvest.com |
| Profile |
How Dmitriy's firm compares
- Naylor & Company's average account is about $431,000, from its Form ADV (assets managed divided by 240 accounts).
Request an introduction to Dmitriy
Tell Dmitriy a little about what you're looking for. Dmitriy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dmitriy
Is Dmitriy Bolotnyy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dmitriy holds no broker registration, and Naylor & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dmitriy charge for financial advice?
Dmitriy's firm, Naylor & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Dmitriy Bolotnyy based?
Dmitriy Bolotnyy is based in Medusa, New York.
What does Dmitriy specialize in?
Dmitriy's specialties include tax planning and estate & legacy planning.
Is Dmitriy Bolotnyy registered with the SEC?
Yes. Dmitriy Bolotnyy is registered as an investment adviser representative in AZ, CA and NY (CRD 6795264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Naylor & Company manage?
Naylor & Company reports $103.4M across 240 accounts in assets under management.
How do I contact Dmitriy Bolotnyy?
Through Dmitriy's website, www.naylorinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Naylor & Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.