Daniel Millman
Daniel Millman is a registered investment advisor at Capital Markets Iq, LLC, based in Mellville, NY, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.
Fee Estimator
Location
200 Broadhollow Road, Suite 207, Mellville, NY, 11747
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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 the CEO of Noblestone Capital, LLC, involved in real estate investing and business consulting, dedicating full-time hours. He also manages several real estate entities and owns rental properties, while spending minimal time on Noblestone Insurance Services, LLC, which sells fixed index annuities and life insurance.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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