Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sma model program
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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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)
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
Active
Inactive
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