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Peter Torabkhan

17 Years of Experience
1 DisclosureBroker

Peter Torabkhan is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 17 years of industry experience. Peter 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.

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.

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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)
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Regulatory
March 2018
Final
Other Business Activities

Peter is the President of PMFT LLC and S&T 68 West House LLC, both non-investment related real estate holding companies, and CEO of PMT Property Management LLC. He also holds a real estate license with William Pitt Sotheby's Referral Services LLC, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 3 mos
Allied Millennial Partners, LLCBroker
November 2011 - Present · 14 yrs 5 mos
Previous Registrations
Millennial Advisers, LLC.
July 2017 - December 2019 · 2 yrs 5 mos
Aegis Capital CORP.Broker
March 2010 - November 2011 · 1 yr 8 mos
Gunnallen Financial, INCBroker
November 2009 - March 2010 · 4 mos
National Securities CorporationBroker
November 2008 - November 2009 · 1 yr
Gunnallen Financial, INCBroker
November 2008 - November 2008 · 0 mos
State Registrations49 states
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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.