MV
Mikhail Veselov
VALMARK ADVISERS
Newton, MA 02462
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CRD#: 7454275
MV
Professional summary
Mikhail Veselov is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Newton, Massachusetts and VALMARK SECURITIES, INC. located in Newton, Massachusetts.
Mikhail is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Mikhail has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1.) Neave Trio; Non-investment; 104 Hart Farm Rd., Carlisle MA 01741; Chamber Music ensemble./// 2.) Cellist; 09/2010; 40 hr/m; 2 hours/day; Performing/recording and rehearsing./// 3.) Longy School of Music of Bard college; Non-investment; Institution of higher learning; Faculty, Cello and Chamber Music/Artist in Residence; 10 hours/ month; 1 hour per day; Teaching cello and chamber music, performing faculty concerts./// 4.)DoorDash; 303 2nd St, Suite 800, San Francisco, CA 94107; delivery driver; NOT Investment related; Start date 12/2022; Approximately 21-40 hrs. per month; Paid per delivery./// 5.) Capital Formation Group; 62 Walnut St., Wellesley, MA 02481; Advisor; YES Investment Related; Start Date 3/1/2022; Approximately 21-40 hrs. per month; Salary./// 6.) Curry College; 1071 Blue Hill Ave, Milton MA 02186; Faculty; Teaching cello lessons; NOT Investment Related; Start Date 9/1/2022; Approximately 1-5 hrs. per month; Paid hourly wage./// 7.) Virginia Commonwealth University School of Arts; 325 N Harrison St #201, Richmond, VA 23284; Assistant Professor; Teaching Cello, Chamber Music and Music Courses; NOT Investment Related; Start Date 8/16/2023; Approximately 6-10 hrs. per month; Salaried position with bi-weekly payments.///
CRS (Client Relationship Summary) - RIA
Click below to view Mikhail Veselov'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
February 15, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 2227 Washington Street, Suite 303, Newton, MA 02462RIA
CRD#: 108050
Newton, MA
Current
December 9, 2021 - Present
VALMARK SECURITIES, INC.
Office #1: 2227 Washington Street, Suite 303, Newton, MA 02462BD
CRD#: 31243
Newton, MA
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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(7/10/2024)
RR
Massachusetts(1/24/2022)
IAR
Massachusetts(2/15/2022)
IAR
New York(11/16/2022)
RR
New York(4/15/2024)
IAR
Ohio(6/18/2025)
IAR
South Dakota(1/23/2023)
RR
Vermont(4/14/2023)
IAR
Vermont(4/14/2023)
RR
Virginia(8/23/2023)
IAR
Virginia(8/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Newton, MA 02462TRUST BUT VERIFY
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