Mcmillan Analysis Corporation

Mcmillan Analysis Corporation (CRD# 128920) is a financial advisory firm headquartered in Morristown, NJ. They manage $93,138,975 in 165 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
P.o Box 1323, Morristown, NJ 07962
http://www.optionstrategist.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $564,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NJ, NY, TX, VA

Financial Advisors at Mcmillan Analysis Corporation
Showing 1 - 5 of 5 top financial advisors.
1
Lloyd Foight, financial advisor Randolph NJ
Lloyd S. Foight
CRD#: 2614415
Randolph, NJ
93
Wealthminder
score

Lloyd Foight (CRD# 2614415) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Randolph, NJ and has over 23 years of experience in the finance industry.

2
Stanley Freifeld, financial advisor Randolph NJ
Stanley Freifeld
CRD#: 2067883
Randolph, NJ
93
Wealthminder
score

Stanley Freifeld (CRD# 2067883) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Randolph, NJ and has over 25 years of experience in the finance industry.

3
Gregory Dasilva, financial advisor Randolph NJ
Gregory R. Dasilva
CRD#: 6784495
Randolph, NJ
87
Wealthminder
score

Gregory Dasilva (CRD# 6784495) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Randolph, NJ and has 1 year of experience in the finance industry.

4
Lawrence McMillan, financial advisor Randolph NJ
Lawrence G. McMillan
CRD#: 831542
Randolph, NJ
87
Wealthminder
score

Lawrence McMillan (CRD# 831542) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Randolph, NJ and has 1 year of experience in the finance industry.

5
Ryan Brennan, financial advisor Randolph NJ
Ryan S. Brennan
CRD#: 5201181
Randolph, NJ
73
Wealthminder
score

Ryan Brennan (CRD# 5201181) is an Investment Advisor Representative working at Mcmillan Analysis Corporation in Randolph, NJ and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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