DN
Daniel T. Neal
MILOPARK ASSET MANAGEMENT LLC
Branford, CT 06405
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CRD#: 6827460
DN
Professional summary
Daniel Thomas Neal is a registered financial advisor currently at MILOPARK ASSET MANAGEMENT LLC located in Branford, Connecticut.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 1 firm .
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.
Neal's Flooring, Inc: a family flooring business that I am currently helping out with in the role of a consultant to help the business grow.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thomas Neal'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
May 30, 2018 - Present
MILOPARK ASSET MANAGEMENT LLC
Office #1: 7 Business Park Drive, Branford, CT 06405RIA
CRD#: 289198
Branford, CT
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
Connecticut(5/30/2018)
Exams
Current Firm
MA
MILOPARK ASSET MANAGEMENT LLC
MILOPARK ASSET MANAGEMENT LLC
CRD#: 289198 / SEC#:
Connecticut
Registered Investment Advisory firm - (5/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7 Business Park Drive, Branford, CT 06405
Mailing Address
Phone number
(203) 410-2485
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
MILOPARK ASSET MANAGEMENT LLC
CRD#: 289198Branford, CT 06405TRUST BUT VERIFY
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