Lance Millman
Lance Millman is a registered investment advisor at Cetera Investment Advisers LLC, based in Spring Valley, NY, with 25 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2 Perlman Drive, Suite 203, Spring Valley, NY, 10977
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance is the mayor of Montebello, owner of Lance N Millman CPA P.C., a member of Rosemill Ventures LLC, co-owner of Millman and Rosenberg Associates, and treasurer/board member of Mulligan Security Seller Corp. He dedicates about 10-20% of his time to his CPA firm and minimal time to the other roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations8 states
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