Darrell R Beahon

Millennial Advisers, LLC.

34 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Millennial Advisers, LLC.

Compensation

Fee-Only (AUM)

Firm Size

12 advisors

Number of Clients

297 clients

Average Client Portfolio

$198K average

Assets Under Management

$58.7M

Fee Structure

Financial Planning:Investment management only

Location

Tidioute, PA

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2018

Customer Dispute

July 2018

Settled

Customer Dispute

March 2004

Denied

Customer Dispute

August 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Darrell owns two residential rental properties and his wife operates a horse boarding and lesson facility on their property. He is also a Financial Advisor/CEO at The Financial Edge, LLC, dedicating full-time hours to securities trading, investment advice, and retirement planning.

Employment History

Current Registrations

Millennial Advisers, LLC.

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Millennial Advisers, LLC.

August 2018 - December 2019 · 1 yr 4 mos

Allied Millennial Partners, LLCBroker

July 2018 - May 2023 · 4 yrs 10 mos

Proequities, INC.Broker

August 2017 - July 2018 · 11 mos

Investment Advisors

August 2017 - July 2018 · 11 mos

Stifel, Nicolaus & Company, Incorporated

September 2016 - August 2017 · 11 mos

Stifel, Nicolaus & Company, IncorporatedBroker

March 2009 - August 2017 · 8 yrs 5 mos

Butler, Wick & CO., INC.Broker

November 2005 - March 2009 · 3 yrs 4 mos

Advest, INC.Broker

January 2003 - December 2005 · 2 yrs 11 mos

J.J.B. Hilliard, W.L. Lyons, INC.Broker

April 1999 - January 2003 · 3 yrs 9 mos

PNC Brokerage CORPBroker

December 1994 - April 1999 · 4 yrs 4 mos

PNC Securities CORPBroker

January 1994 - December 1994 · 11 mos

Wheat, First Securities, INC.Broker

January 1991 - April 1993 · 2 yrs 3 mos

Butcher & Singer INC.Broker

November 1990 - January 1991 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.