Daniel Millman has been an investment adviser representative at Capital Markets IQ since October 2018, and is not listed among the firm’s executive officers or direct owners. Daniel Millman holds a BA in Judaic Studies from Touro College and a Master's in Finance from the University of Michigan.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
Daniel Millman is Chief Executive Officer of Noblestone Capital, a branch office of Capital Markets IQ, LLC, where he is also an investment advisor representative. He has over 12 years of experience across a broad range of asset classes. He has directed over 150 real estate investment transactions in the past decade.
Daniel Millman’s longest registration is the current one, 7 years at Capital Markets IQ since 2018. Before joining Capital Markets IQ in 2018, Daniel Millman was registered through Morgan Stanley.
- Morgan Stanley– · 4 yearsTroy, MI · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Daniel Millman is registered as an investment adviser representative in 5 states. The first approvals date from October 2018; the most recent is North Carolina, in August 2023.
- CaliforniaSince 1 March 2022
- MichiganSince 29 October 2018
- New JerseySince 1 August 2023
- New YorkSince 13 April 2021
- North CarolinaSince 3 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 August 2014 |
| Series 7 | General Securities Representative Examination | 21 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Eric Millman
- CRD
- 6355655
- Firm
- Capital Markets IQ · CRD 134921
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- noblestonecapital.com
Where does Daniel Millman work?
Daniel Millman is an investment adviser representative registered through Capital Markets Iq, LLC since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Millman a financial advisor?
Yes. Daniel Millman has a current investment-adviser registration in California, Michigan, New Jersey, New York and North Carolina, through Capital Markets IQ since October 2018.
How many years of experience does Daniel Millman have?
Daniel Millman has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Daniel Millman passed?
Daniel Millman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Daniel Millman with the SIE, which began in October 2018.
Where did Daniel Millman work before Capital Markets IQ?
Before Capital Markets IQ, Daniel Millman was registered through Morgan Stanley, August 2014 to October 2018.
Is Daniel Millman registered with FINRA?
No. Daniel Millman has no current broker registration.
How can I verify Daniel Millman’s record?
Search CRD 6355655 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Millman’s full registration record.