Mikhail
Veselov
Valmark Advisers, Inc
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About this Advisor
Mikhail Veselov is a financial advisor based in Wellesley Hills, Massachusetts, working with Valmark Advisers, Inc. Mikhail has previously held positions at Longy School Of Music Of Bard College, Neave Trio, San Diego State University, Uber, Lyft, Needham Public Schools, Villa Musica Community Music School, Capital Formation Group, Valmark Securities, Inc, and Valmark Advisers. Mikhail has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, New York, South Dakota, Vermont, and Virginia. Currently, Mikhail is part of Valmark Advisers, Inc, which operates out of Wellesley Hills, Massachusetts. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mikhail Veselov Work History
Valmark Advisers
Capital Formation Group
Valmark Securities, Inc
Longy School Of Music Of Bard College
Neave Trio
Needham Public Schools
Uber
Lyft
Villa Musica Community Music School
San Diego State University
Disclosures
Please visit the SEC profile of Mikhail Veselov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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