David Millan Velez
Professional Summary
David Millan Velez, who also goes by David Millan, David Millan Velez, is a registered financial advisor currently at MCKENZIE SECURITIES LLC located in Guaynabo, undefined. David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 62, Series 79 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Millan, David Millan Velez
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Videos & Posts
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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.
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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MCKENZIE INVESTMENT BANK LLC | MCKENZIE SECURITIES LLC
Contact Information
Main Address
T-mobile Center - B7 Calle Tabonuco Suite 1605, Guaynabo, PR 00968-3343Mailing Address
T-mobile Center - B7 Calle Tabonuco Suite 1605, Guaynabo, PR 00968-3343Phone Number
(787) 671-4763Established
Puerto Rico since 10/27/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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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State Registrations and Notice Filings
(8/18/2026)
(8/17/2026)
(8/18/2026)
(9/30/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2025About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Sep 2024About the Series 79TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Jul 2013Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2012About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Millan Velez's CRS (Customer Relationship Summary).
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