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Daniel Gerald Lysik

Miller Value Partners, LLC

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About Daniel Gerald Lysik

Daniel Gerald Lysik is a Registered Investment Advisor Representative at Miller Value Partners, LLC. Daniel has been in the securities industry for over 25 years. His primary employment was with Morgan Stanley & Co., Incorporated, where he worked from September 1994 to January 1996, followed by Paine Webber Incorporated from November 1993 to August 1994. Daniel has a strong background in finance, holding the Series 7 and Series 8 licenses, and is also a Chartered Financial Analyst. He is currently registered to provide investment advisory services in Maryland. Miller Value Partners, LLC is a firm specializing in portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. They offer a range of services, including SMA model program and performance-based fees, with approximately $237,703,261 in assets under management.

Firm Information

Daniel Lysik is currently registered with Miller Value Partners, LLC. Miller Value Partners, LLC is a Registered Investment Advisor based in Sarasota, FL. They offer a variety of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also have a separate SMA model program. As of the latest data available, Miller Value Partners, LLC manages approximately $237.7 million in assets for various clients, including high-net-worth individuals, investment companies, and pooled investment vehicles.
Miller Value Partners, LLC

50 S. LEMON AVE.

SARASOTA, FL 34236

$237.70M

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sma model program

Sma model program

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Lysik’s Registration & Firm History

MD

08/15/2017 - Present

Miller Value Partners, LLC (Towson MD)

NY

09/09/1994 - 01/17/1996

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NJ

11/17/1993 - 08/24/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 06/06/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/16/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Gerald Lysik.
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