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Daniel Peter Solakian
Millennial Advisers, LLC.
15 Years of Experience
1 Disclosure
Broker
View SEC Summary
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
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Location
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281
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History
Regulatory History (1)
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
.
Customer Dispute
September 2021
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 1 mo
Allied Millennial Partners, LLC
Broker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Millennial Advisers, LLC.
June 2017 - December 2019 · 2 yrs 6 mos
Nsm Securities, INC.
Broker
July 2012 - January 2014 · 1 yr 6 mos
Max International Broker/dealer CORP.
Broker
April 2010 - January 2013 · 2 yrs 9 mos
State Registrations
23 states
CA
CO
CT
FL
GA
HI
IL
IN
LA
MA
MD
MI
MN
NJ
NY
OH
PA
PR
SC
TX
UT
WA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.