Edward
Daigneau

Millennial Advisers, LLC

CRD#3258848
Investment Advisor
in New York, NY

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About this Advisor

Edward Daigneau is a financial advisor based in New York, New York, working with Millennial Advisers, LLC. Edward has previously held positions at Onesource Fi, LLC, Allied Millennial Partners, and Millennial Advisers LLC. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Edward 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 63, Series 65

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

Edward Daigneau Work History

2019 - Present (5 years)

Onesource Fi, LLC

2016 - Present (8 years)

Millennial Advisers LLC

2011 - Present (13 years)

Allied Millennial Partners

Disclosures

Please visit the SEC profile of Edward Daigneau 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 Parmigiani
New York, NY
Edward Daigneau
New York, NY
Peter Torabkhan
New York, NY
John Moran
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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