TrueAdvisor
TrueAdvisor
DB
DB

Darrell Beahon

Millennial Advisers, LLC.
34 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Darrell Beahon is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 34 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.

Millennial Advisers, LLC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Investment management only (planning not offered)

Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.

View Full SEC Brochure

Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

Get directions

History

Regulatory History (4)
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.
Employment Separation After Allegations
July 2018
Customer Dispute
July 2018
Settled
Customer Dispute
March 2004
Denied
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Darrell owns two residential rental properties and his wife operates a horse boarding and lesson facility on their property. He is also a Financial Advisor/CEO at The Financial Edge, LLC, dedicating full-time hours to securities trading, investment advice, and retirement planning.

Employment History
Current Registrations
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Millennial Advisers, LLC.
August 2018 - December 2019 · 1 yr 4 mos
Allied Millennial Partners, LLCBroker
July 2018 - May 2023 · 4 yrs 10 mos
Proequities, INC.Broker
August 2017 - July 2018 · 11 mos
Investment Advisors
August 2017 - July 2018 · 11 mos
Stifel, Nicolaus & Company, Incorporated
September 2016 - August 2017 · 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - August 2017 · 8 yrs 5 mos
Butler, Wick & CO., INC.Broker
November 2005 - March 2009 · 3 yrs 4 mos
Advest, INC.Broker
January 2003 - December 2005 · 2 yrs 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - January 2003 · 3 yrs 9 mos
PNC Brokerage CORPBroker
December 1994 - April 1999 · 4 yrs 4 mos
PNC Securities CORPBroker
January 1994 - December 1994 · 11 mos
Wheat, First Securities, INC.Broker
January 1991 - April 1993 · 2 yrs 3 mos
Butcher & Singer INC.Broker
November 1990 - January 1991 · 2 mos
State Registrations1 state
PA
Advisor

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.