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Steven Daniel Milstein

PNC Capital Markets LLC

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About Steven Daniel Milstein

Steven Milstein is a financial advisor with PNC Capital Markets LLC, a firm based in New York, New York. Steven is a registered representative and is licensed to conduct securities business in the state of New York and Virginia. Steven has been in the securities industry since October 5, 2009. Steven also holds licenses to conduct business with Ally Securities LLC.

Firm Information

Steven Milstein is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Steven Milstein’s Registration & Firm History

NY

06/05/2018 - Present

PNC Capital Markets LLC (NEW YORK NY)

MD

12/11/2002 - 08/09/2011

ALLY SECURITIES LLC (CHEVY CHASE MD)

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Licenses & Designations

BC

Issued 05/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Daniel Milstein.
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