DM
Daniel E. Millman
CAPITAL MARKETS IQ
Southfield, MI 48075
Some features on this profile are disabled
CRD#: 6355655
DM
Professional summary
Daniel Eric Millman is a registered financial advisor currently at CAPITAL MARKETS IQ, LLC located in Southfield, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CEO of Noblestone Capital, LLC, a company engaged in real estate investing and business consulting in 24555 Southfield Road, Suite 210, Southfield, Michigan . Investment related and he spends 40 hours per week, eight hours per day during trading hours. Member of Noblestone Real Estate Opportunities Fund, LLC, a private investment company investing directly in real estate; investment related, started Feb 2020. Owner and manager of Noblestone Property Management, LLC and Noblestone Asset Management, LLC each located in Southfield, Michigan which provide services to Noblestone Real Estate Opportunities Fund, LLC and several other Noblestone real estate funds and real estate joint ventures. He spends approximately 10 hrs per week on this activity. Noblestone Property Management, LLC and Noblestone Asset Management, LLC also serves as a manager and managing member of several private real estate entities including Noblestone OZ Fund, LLC, Noblestone OZ Fund II, LLC and Noblestone Real Estate Growth Strategy, LLC. Kenton Properties Group, LLC; investment related; Southfield, MI; rental real estate (residential and commercial); sole member; 10/2013; 6 hours/month; 0 hours during securities trading hours; owner and decision-maker, no direct management Fairfax Properties Group, LLC; investment related; Southfield, MI; rental real estate; partner; 10/2013; 1 hour/month; 0 hours during securities trading hours; managing member DEJJ Properties, LLC; investment related; Southfield, MI; rental real estate; sole member; 8/2014; .5 hours/month; 0 hours during securities trading hours; owner and decision-maker, no direct management Suites on Ten, LLC; investment related; Southfield, MI; rental real estate (office); partner; 10/2018; 0 hours/month; 0 hours during trading hours; passive partner Owner of Noblestone Insurance Services, LLC, sells insurance products such as fixed index annuities and life .1 hour per week on this activity
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Eric Millman'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
October 29, 2018 - Present
CAPITAL MARKETS IQ, LLC
Office #1: 24555 Southfield Road Ste 210, Southfield, MI 48075Office #2: 200 Broadhollow Road Suite 207, Melville, NY 11747RIA
CRD#: 134921
Southfield, MI
Past
August 22, 2014 - October 9, 2018
MORGAN STANLEY
RIA
CRD#: 149777
TROY, MI
Past
July 21, 2014 - October 9, 2018
MORGAN STANLEY
BD
CRD#: 149777
TROY, MI
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".
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 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.Highlighted states indicate IAR registrations
IAR
California(3/1/2022)
IAR
Michigan(10/29/2018)
IAR
New Jersey(8/1/2023)
IAR
New York(4/13/2021)
IAR
North Carolina(8/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arlington, TX
Mailing Address
2810 N Church St Pmb 52811, Wilmington, DE 19802
Phone number
(310) 882-6380
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 827 |
| AUM (Assets Under Management) | $ 450,873,705 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/28/2025 | ||
| 08/22/2023 |
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.
