DS
Daniel P. Solakian
MILLENNIAL ADVISERS.
NEW YORK, NY 10281
Some features on this profile are disabled
CRD#: 5775341
DS
Professional summary
Daniel Peter Solakian, who also goes by Solakian, Danny Solakian, 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.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Solakian | Danny Solakian
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Peter Solakian'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 3, 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
January 17, 2014 - 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
June 20, 2017 - December 31, 2019
MILLENNIAL ADVISERS, LLC.
RIA
CRD#: 170847
NEW YORK, NY
Past
July 31, 2012 - January 17, 2014
NSM SECURITIES, INC.
BD
CRD#: 134357
NEW YORK, NY
Past
April 16, 2010 - January 29, 2013
MAX INTERNATIONAL BROKER/DEALER CORP.
BD
CRD#: 46039
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
California(1/17/2014)
RR
Colorado(8/24/2017)
RR
Connecticut(1/2/2020)
RR
Florida(1/2/2020)
RR
Georgia(2/6/2014)
RR
Hawaii(4/20/2018)
RR
Illinois(1/17/2014)
RR
Indiana(1/17/2014)
RR
Louisiana(1/4/2016)
RR
Maryland(3/30/2016)
RR
Massachusetts(1/2/2020)
RR
Michigan(4/15/2016)
RR
Minnesota(3/13/2017)
RR
New Jersey(5/27/2015)
RR
New York(1/17/2014)
IAR
New York(3/30/2021)
RR
Ohio(1/4/2016)
RR
Pennsylvania(1/2/2020)
RR
Puerto Rico(8/4/2023)
RR
South Carolina(4/3/2014)
RR
Texas(1/17/2014)
RR
Utah(1/26/2016)
RR
Washington(2/19/2014)
RR
Wisconsin(1/2/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
