Donald Albach, financial advisor Millstone NJ

Donald Albach

CRD Number: 1812200
Current Firm: Millstone Financial Group

Donald Albach (CRD# 1812200) is an Investment Advisor Representative working at Millstone Financial Group in Millstone, NJ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Millstone Financial Group Millstone, NJ Nov 2019 - Current 1
Millstone Financial Group Millstone, NJ May 2012 - Current 9
Guardian Life Insurance Co Of America Millstone, NJ Jun 2012 - Sep 2018 6
Park Avenue Securities LLC Millstone, NJ Jun 2012 - Sep 2018 6
Park Avenue Securities Manasquan, NJ Jul 2003 - Jun 2012 8
Guardian Life Insurance Company Of America Manasquan, NJ Mar 2003 - Jun 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Donald M. Albach
Phone Number: 732-385-8544
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $148,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

NJ, NY

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