Daniel Milan is a registered investment advisor, based in Southfield, MI, with 15 years of industry experience.
Location
27777 Franklin Road, Suite 700, Southfield, MI, 48034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a Managing Partner, Operating Member, and Co-Founder of CCP, LLC, created for employee payments and business expenses, dedicating about 10% of his time. He also operates under the DBA Cornerstone Financial Services, approved for independent insurance activity, and manages the Law Office of Daniel J. Milan, PLLC, spending minimal time on it.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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