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Allan Daniel Babaian

Vantage Wealth Management LLC

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About Allan Daniel Babaian

Allan Babaian is a registered investment advisor representative with Vantage Wealth Management LLC. Allan has been in the industry since 2000. He specializes in providing portfolio management services for individuals. His firm provides advisory services for both individuals and corporations and has regulatory assets under management of $51,000,000. Allan is registered in California, Colorado, Florida, Indiana, Maine, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, and Texas.

Firm Information

Allan Babaian is currently registered with Vantage Wealth Management LLC. Vantage Wealth Management LLC is an investment advisory firm based in with 2 investment adviser representatives. The firm manages $51,000,000 in discretionary assets for 47 clients, primarily high-net-worth individuals and corporations. They specialize in portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allan Babaian’s Registration & Firm History

FL

07/11/2018 - Present

Vantage Wealth Management LLC (AVENTURA FL)

FL

08/18/2014 - 09/29/2021

JOSEPH STONE CAPITAL L.L.C. (MIAMI FL)

FL

11/28/2012 - 08/18/2014

NATIONAL SECURITIES CORPORATION (MIAMI FL)

FL

08/26/2010 - 12/19/2012

VFINANCE INVESTMENTS, INC (MIAMI FL)

FL

01/16/2009 - 08/26/2010

LF FINANCIAL, LLC (BOCA RATON FL)

NY

11/05/2007 - 01/15/2009

MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)

FL

01/20/2006 - 11/05/2007

LF FINANCIAL, LLC (BOCA RATON FL)

CA

04/01/2004 - 05/03/2005

DAVID ADAMS CAPITAL MARKETS LLC (PALO ALTO CA)

FL

10/07/2003 - 04/01/2004

KAPLAN & CO. SECURITIES INC. (BOCA RATON FL)

NY

11/20/2002 - 10/27/2003

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

NY

04/14/2000 - 11/20/2002

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

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Licenses & Designations

BOTH

Issued 01/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allan Daniel Babaian.
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