Daniel Gerald Lysik
CFAProfessional 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC
Contact Information
Main Address
50 S. Lemon Ave. #302, Sarasota, FL 34236Mailing Address
Towson City Center 1 Olympic Place Suite 900, Towson, MD, 21204Phone Number
(410) 454-3130# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$418,183,811Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
LEGG MASON CAPITAL MANAGEMENT | MILLER VALUE PARTNERS, LLC | MILLER VALUE PARTNERS | LMM LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gerald Lysik's CRS (Customer Relationship Summary).
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