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Mikhail Veselov

Valmark Advisers, INC.
4 Years of Experience
Newton, MA
6 DisclosuresBroker
View SEC Summary
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Mikhail Veselov is a registered investment advisor at Valmark Advisers, INC., based in Newton, MA, with 4 years of industry experience. Mikhail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2227 Washington Street, Suite 303, Newton, MA, 02462

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History

Regulatory History (6)
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.
Financial
February 2025
Final
Financial
February 2025
Final
Financial
February 2025
Final
Financial
January 2025
Final
Financial
May 2024
Final
Financial
April 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mikhail is involved in several activities including performing as a cellist, teaching at multiple institutions, working as a delivery driver for DoorDash, and working as an advisor at Capital Formation Group. These activities take up a varying amount of Mikhail's time, from minimal time to about a quarter of his time.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2022 - Present · 4 yrs 8 mos
Valmark Securities, INC.
December 2021 - Present · 4 yrs 10 mos
Valmark Securities, INC.Broker
December 2021 - Present · 4 yrs 10 mos
State Registrations7 states
CAMANYOHSDVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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