Donald Albach has been Co- Owner of Millstone Financial Group Limited Liability since August 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Millstone Financial Group Limited Liability Company is a Princeton, NJ firm with $104M under management, 297 clients and 6 advisers across 3 offices, as of its June 2026 filing.
- Millstone Financial GroupCurrent– present · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 297882
Investment adviser representative registrations
Donald Albach is registered as an investment adviser representative in 4 states. The first approvals date from December 2019; the most recent is South Carolina, in February 2025.
- FloridaSince 4 November 2022
- New JerseySince 10 December 2019
- New YorkSince 20 October 2021
- South CarolinaSince 27 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 February 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Donald Michael Albach
- CRD
- 1812200
- Firm
- Millstone Financial Group Limited Liability · CRD 297882
- Role
- Co- Owner
- Office
- 902 CARNEGIE CENTER BLVD, SUITE 130, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Albach work?
Donald Albach has been Co- Owner of Millstone Financial Group Limited Liability Company since August 2018, and is a control person of the firm.
Is Donald Albach a financial advisor?
Yes. Donald Albach has a current investment-adviser registration in Florida, New Jersey, New York and South Carolina, through Millstone Financial Group Limited Liability since December 2019.
How many years of experience does Donald Albach have?
Donald Albach has 32 years in the financial industry, since July 1994, across 1 adviser firm.
What exams has Donald Albach passed?
Donald Albach has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1993. FINRA credited Donald Albach with the SIE, which began in October 2018.
Where is Donald Albach based?
Donald Albach’s registered office is in Princeton, NJ.
Is Donald Albach registered with FINRA?
No. Donald Albach has no current broker registration.
How can I verify Donald Albach’s record?
Search CRD 1812200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Albach’s full registration record.