DS
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Daniel Peter Solakian

15 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Financial Planning:Investment management only
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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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Customer Dispute
September 2021
Settled
Employment History
Current Registrations
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 1 mo
Allied Millennial Partners, LLCBroker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Millennial Advisers, LLC.
June 2017 - December 2019 · 2 yrs 6 mos
Nsm Securities, INC.Broker
July 2012 - January 2014 · 1 yr 6 mos
Max International Broker/dealer CORP.Broker
April 2010 - January 2013 · 2 yrs 9 mos
State Registrations23 states
CACOCTFLGAHIILINLAMAMDMIMNNJNYOHPAPRSCTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Peter Solakian - Financial Advisor | TrueAdvisor