NEWRETIREMENT ADVISORS, LLC
Legal name: BOLDIN ADVISORS
CRD #294881 SEC #801-132987 MILL VALLEY, CA 415-462-5665
SEC Registered
Total AUM
--
Discretionary
--
Employees
9
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, STEPHEN, ELIOT | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Nevers, Frank, Albert | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
| NEWRETIREMENT, INC. | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (37)
AL AZ CA CO CT FL GA HI IA IL IN KS KY LA MA MD MI MN MO NC NE NH NJ NV NY OH OK OR PA RI SC TN TX VA VT WA WI
Address
1 BELVEDERE PLACESUITE 200
MILL VALLEY, CA 94941
United States
Phone: 415-462-5665