Daniel G. Lysik

MILLER VALUE PARTNERS

Towson, MD 21204

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CRD#: 2358997

Professional summary

Daniel Gerald Lysik, CFA is a registered financial advisor currently at MILLER VALUE PARTNERS, LLC located in Towson, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Daniel has worked at 5 firms and has passed the Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gerald Lysik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

August 15, 2017 - Present

MILLER VALUE PARTNERS, LLC

Office #1: Towson City Center 1 Olympic Place Suite 900, Towson, MD, 21204

RIA

CRD#: 110632

Towson, MD

Past

June 23, 2016 - August 16, 2017

MILLER VALUE PARTNERS, LLC

RIA

CRD#: 269945

BALTIMORE, MD

Past

January 12, 2010 - October 28, 2016

PRATT CAPITAL LLC

RIA

CRD#: 152477

TOWSON, MD

Past

September 9, 1994 - January 17, 1996

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

November 17, 1993 - August 24, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILLER VALUE PARTNERS, LLC

LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC

CRD#: 110632 / SEC#: 801-56989

RIA

Registered Investment Advisory firm - (12/1/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(8/15/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 11/16/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 6/6/1994

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

MILLER VALUE PARTNERS, LLC

LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC

CRD#: 110632 / SEC#: 801-56989

RIA

Registered Investment Advisory firm - (12/1/1999 Approved)

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Contact information

Main Address

50 S. Lemon Ave. #302, Sarasota, FL 34236

Mailing Address

Towson City Center 1 Olympic Place Suite 900, Towson, MD, 21204

Phone number

(410) 454-3130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MVP BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 362,135,856

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel G. Lysik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gerald Lysik's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLER VALUE PARTNERS, LLC

MILLER VALUE PARTNERS, LLC

PRATT CAPITAL LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MILLER VALUE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 11/16/1993

Series 8

Date: 6/6/1994

Current Firm

MILLER VALUE PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLER VALUE PARTNERS, LLC

TRUST BUT VERIFY

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