PT
Peter M. Torabkhan
MILLENNIAL ADVISERS.
NEW YORK, NY 10281
Some features on this profile are disabled
CRD#: 5612483
PT
Professional summary
Peter Michael Torabkhan, who also goes by Peter Michael, 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.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Peter has worked at 5 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
Peter Michael
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.) PMFT LLC-Non-investment Related Real Estate Holding Co. President. Appx. 2 hours/month to manage the property. Start date 9/2/2020. 2.) S&T 68 West House LLC - Non- Investment Related Real Estate Holding Company. Albany NY. President. Appx. 5 hours/month outside of trading hours. Manage property/bookkeeping. Start date December 2021. 3.) Real Estate License - William Pitt Sotheby's Referral Services LLC, Non-investment related, Appx. 5 hrs/mo., New York, NY, start May 2023. 4.) PMT Property Management LLC. CEO. Appx. 5 hrs/mo. Not investment related. Albany, NY. Manage and maintain real estate holdings. Start date January 2024. 5.) Vanbridge - Insurance Agent - Investment Related - New York, NY - 10 hrs/mo - July 2025
CRS (Client Relationship Summary) - RIA
Click below to view Peter Michael Torabkhan'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 16, 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
November 4, 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
Past
July 6, 2017 - December 31, 2019
MILLENNIAL ADVISERS, LLC.
RIA
CRD#: 170847
NEW YORK, NY
Past
March 29, 2010 - November 1, 2011
AEGIS CAPITAL CORP.
BD
CRD#: 15007
NEW YORK, NY
Past
November 5, 2009 - March 30, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
NEW YORK, NY
Past
November 19, 2008 - November 13, 2009
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
NEW YORK, NY
Past
November 6, 2008 - November 18, 2008
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
NEW YORK, 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(11/18/2011)
RR
Alaska(4/28/2015)
RR
Arizona(11/21/2011)
RR
Arkansas(12/16/2011)
RR
California(11/14/2011)
RR
Colorado(7/2/2012)
RR
Connecticut(12/1/2011)
RR
Delaware(12/8/2014)
RR
District of Columbia(11/17/2011)
RR
Florida(2/14/2012)
RR
Georgia(11/21/2011)
RR
Hawaii(6/15/2017)
RR
Idaho(12/7/2011)
RR
Illinois(11/17/2011)
RR
Indiana(12/1/2011)
RR
Iowa(11/23/2011)
RR
Kansas(2/2/2012)
RR
Kentucky(7/1/2013)
RR
Louisiana(8/6/2015)
RR
Maine(8/17/2012)
RR
Maryland(11/28/2011)
RR
Michigan(10/4/2012)
RR
Minnesota(11/21/2011)
RR
Mississippi(1/30/2013)
RR
Missouri(4/15/2015)
RR
Montana(5/8/2015)
RR
Nebraska(3/9/2012)
RR
Nevada(3/8/2018)
RR
New Hampshire(1/14/2016)
RR
New Jersey(7/2/2012)
RR
New Mexico(10/28/2013)
RR
New York(11/4/2011)
IAR
New York(4/1/2021)
RR
North Carolina(11/21/2011)
RR
North Dakota(3/19/2012)
RR
Ohio(2/19/2013)
RR
Oklahoma(8/6/2015)
RR
Oregon(11/15/2011)
RR
Pennsylvania(12/7/2011)
RR
Rhode Island(7/3/2012)
RR
South Carolina(7/9/2012)
RR
South Dakota(3/2/2012)
RR
Texas(12/7/2011)
RR
Utah(12/8/2014)
RR
Vermont(2/29/2012)
RR
Virginia(11/9/2011)
RR
Washington(1/9/2012)
RR
West Virginia(7/30/2015)
RR
Wisconsin(11/10/2011)
RR
Wyoming(2/10/2015)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
