ED
Edward J. Daigneau
MILLENNIAL ADVISERS.
NEW YORK, NY 10281
Some features on this profile are disabled
CRD#: 3258848
ED
Professional summary
Edward John Daigneau, who also goes by Edward John Dagineau, Edward Daigneau, Eddie Daigneau, is a registered financial advisor currently at MILLENNIAL ADVISERS, LLC. located in New York, New York and ALLIED MILLENNIAL PARTNERS, LLC located in New York, New York.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Edward has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward John Dagineau | Edward Daigneau | Eddie Daigneau
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.
(1) EJD Capital Group, Inc., Inv Related. NY CEO. April 2006. Tax/Investment Entity. Number of hrs/month <2; (2) JPED Holdings, LLC. Non Inv. Related. NY. Partner/Owner. Holding Company for Allied Millennial Partners, LLC. and Millennial Advisers, LLC. August 2011. Number of hrs/month < 1; (3) 7579 Holdings, LLC. Inv Related. NY Partner/Owner. Manager of Disruptive Ventures, LLC. April 2019 Number of hrs/month varies; (4) DV Management, LLC. Non Inv Related. NY Partner/Owner. Holding Company for Disruptive Manager, LLC., November 2020. Number of hrs/month < 1; (5) Disruptive Manager, LLC, (fka Disruptive Advisors, LLC.). Inv. Related NY. Partner/Owner. Manager of Disruptive Ventures Remote Revolution LLC. November 2020. Number of hrs/month varies; (6)1059 Holdings, LLC. Non Inv Related. NY. Partner/Owner. Holding Company for One Source FI, LLC. April 2019. Number of hrs/month < 1; (7) 3JD Holdings LLC. Inv. Related. Partner/Owner. Investment Holding Company. August 2021. Number of hrs/month < 1; (8) KJDI Holdings, LLC. Non Inv Related. NY Partner/Owner. Holding Company for DVI Management, LLC. May 2022. Number of hrs/month < 1; (9) DVI Management, LLC. Inv Related. NY. Manager of DVI, LLC. and DVI QP LLC. May 2022. Number of hrs/month varies.
CRS (Client Relationship Summary) - RIA
Click below to view Edward John Daigneau's 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®
NoneExperience
Current
January 6, 2020 - Present
MILLENNIAL ADVISERS, LLC.
Office #1: Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281RIA
CRD#: 170847
NEW YORK, NY
Current
October 31, 2011 - Present
ALLIED MILLENNIAL PARTNERS, LLC
Office #1: Three World Financial Center 200 Vesey Street 24th Fl, New York, NY 10281BD
CRD#: 16569
NEW YORK, NY
Current
July 13, 2021 - Present
ONESOURCE FI LLC
Office #1: Three World Financial Center 200 Vesey Street 24th Floor, New York, NY, 10281BD
CRD#: 310933
New York, NY
Past
July 10, 2017 - December 31, 2019
MILLENNIAL ADVISERS, LLC.
RIA
CRD#: 170847
NEW YORK, NY
Past
March 24, 2010 - November 1, 2011
AEGIS CAPITAL CORP.
BD
CRD#: 15007
NEW YORK, NY
Past
April 17, 2006 - March 30, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
NEW YORK, NY
Past
May 24, 2004 - May 11, 2006
S.W. BACH & COMPANY
BD
CRD#: 43522
NEW YORK, NY
Past
March 4, 2003 - June 14, 2004
JOSEPH STEVENS & CO., INC.
BD
CRD#: 35459
BROOKLYN, NY
Past
October 4, 2001 - March 12, 2003
HARRISON SECURITIES, INC.
BD
CRD#: 14103
PORT WASHINGTON, NY
Past
September 7, 1999 - October 25, 2001
LADENBURG CAPITAL MANAGEMENT INC.
BD
CRD#: 14623
BETHPAGE, NY
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".
MA
MILLENNIAL ADVISERS, LLC.
EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC
CRD#: 170847 / SEC#: 801-118627
RIA
Registered Investment Advisory firm - (5/1/2020 Approved)California
Registered Investment Advisory firm - (7/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (7/2/2020 Terminated)Louisiana
Registered Investment Advisory firm - (7/1/2020 Terminated)Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)New Jersey
Registered Investment Advisory firm - (8/17/2020 Terminated)New York
Registered Investment Advisory firm - (6/30/2020 Terminated)North Carolina
Registered Investment Advisory firm - (7/1/2020 Terminated)Texas
Registered Investment Advisory firm - (6/30/2020 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/5/2013)
RR
Arizona(1/20/2012)
RR
Arkansas(12/19/2011)
RR
California(11/15/2011)
RR
Connecticut(1/11/2012)
RR
Delaware(3/17/2020)
RR
Florida(2/16/2012)
RR
Georgia(12/15/2011)
RR
Hawaii(8/6/2020)
RR
Idaho(1/5/2012)
RR
Illinois(1/30/2012)
RR
Indiana(1/3/2012)
RR
Iowa(1/24/2013)
RR
Kansas(1/28/2013)
RR
Kentucky(1/23/2013)
RR
Louisiana(8/7/2012)
RR
Maryland(10/11/2012)
RR
Massachusetts(11/14/2011)
RR
Minnesota(1/30/2012)
RR
Mississippi(2/5/2013)
RR
Missouri(1/31/2017)
RR
Nebraska(2/26/2013)
RR
Nevada(7/23/2012)
RR
New Hampshire(2/7/2012)
RR
New Jersey(12/6/2011)
RR
New Mexico(6/29/2012)
RR
New York(10/31/2011)
IAR
New York(4/1/2021)
RR
North Carolina(1/23/2013)
RR
North Dakota(1/28/2013)
RR
Ohio(1/3/2012)
RR
Oklahoma(1/29/2013)
RR
Oregon(1/30/2013)
RR
Pennsylvania(1/23/2012)
RR
Rhode Island(9/22/2016)
RR
South Carolina(1/29/2013)
RR
South Dakota(1/25/2013)
RR
Tennessee(1/10/2012)
RR
Texas(1/13/2012)
RR
Vermont(4/9/2012)
RR
Virginia(1/24/2013)
RR
Washington(12/9/2011)
RR
West Virginia(2/13/2013)
RR
Wisconsin(1/3/2012)
RR
Wyoming(1/25/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MILLENNIAL ADVISERS, LLC.
EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC
CRD#: 170847 / SEC#: 801-118627
RIA
Registered Investment Advisory firm - (5/1/2020 Approved)California
Registered Investment Advisory firm - (7/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (7/2/2020 Terminated)Louisiana
Registered Investment Advisory firm - (7/1/2020 Terminated)Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)New Jersey
Registered Investment Advisory firm - (8/17/2020 Terminated)New York
Registered Investment Advisory firm - (6/30/2020 Terminated)North Carolina
Registered Investment Advisory firm - (7/1/2020 Terminated)Texas
Registered Investment Advisory firm - (6/30/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281
Mailing Address
Phone number
(646) 532-2400
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 380 |
| AUM (Assets Under Management) | $ 58,664,613 |
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.
