Daniel
Millman
Capital Markets Iq, LLC
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About this Advisor
Daniel Millman is a financial advisor who works out of Melville, New York with 5 years of relevant experience. Millman is an employee of Capital Markets Iq, LLC. During their career, the advisor has held roles at Touro College, Morgan Stanley, Morgan Stanley Private Bank, N.A and Capital Markets Iq, LLC. Millman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Michigan and New York. Capital Markets Iq, LLC is an advisory business with a branch in Melville, New York. The firm has offices in 20 locations and a total of 25 advisors. It administers $322 million in total assets between its 689 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 689 customer accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Capital Markets Iq, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Markets Iq, LLC Brokerage Details
$322,400,000
25
689
$467,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Millman Work History
Daniel has been registered as a financial advisor for 5 years.*
Capital Markets Iq, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley
Touro College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Millman 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 Capital Markets Iq, LLC
Melville, NY
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Arlington, TX
Arlington, TX
Arlington, TX
Arlington, TX
Arlington, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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