Aleksander
Taylor

Millennial Advisers, LLC

CRD#7825355
Investment Advisor
in New York, NY

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About this Advisor

Aleksander Taylor is a financial advisor based in New York, New York, working with Millennial Advisers, LLC. Aleksander has previously held positions at Ambisafe Software Inc, Third Bridge Group Limited, Pastore & Daily, University Of Vermont (Student), Vermont Natural Resource Council, University Of Vermont, and Allied Millennial Partners. Aleksander has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Aleksander is part of Millennial Advisers, LLC, which operates out of New York, New York. The firm has 4 offices and 15 employees. The firm manages assets totaling $39.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Millennial Advisers, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Three World Financial 200 Vesey Street 24Th Floor
New York, NY 10281

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Millennial Advisers, LLC Brokerage Details

Total Assets Under Management

$39,513,416

NY Average: $7,464,549,021
Total Number of Employees

15

NY Average: 88
Total Number of Accounts

329

NY Average: 3,892
Average Account Size

$120,102

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Aleksander Taylor Work History

2023 - Present (1 year)

Allied Millennial Partners

2022 - 2023 (1 year)

Ambisafe Software Inc

2021 - 2022 (1 year)

Third Bridge Group Limited

2019 - 2021 (2 years)

Pastore & Daily

2018 - 2018 (< 1 year)

Vermont Natural Resource Council

2017 - 2017 (< 1 year)

University Of Vermont

2013 - 2017 (4 years)

University Of Vermont (Student)

Disclosures

Please visit the SEC profile of Aleksander Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Millennial Advisers, LLC

Daniel Solakian
New York, NY
Scott Johnson
New York, NY
Aleksander Taylor
New York, NY
William Bradley
New York, NY
John Moran
New York, NY
Peter Torabkhan
New York, NY
Edward Daigneau
New York, NY
Luigi Vultaggio
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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