Donald Michael Albach

Employer firm

Millstone Financial Group CRD 297882

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 09/2018
  Guardian Life Insurance Co Of America
  Millstone, NJ
• 06/2012 → 09/2018
  Park Avenue Securities Llc
  Millstone, NJ
• 05/2012 → Present
  Millstone Financial Group
  Millstone, NJ
• 11/2019 → Present
  Millstone Financial Group
  Millstone, NJ

Other Businesses

1. DMA MARKETING This LLC was established to collect vested insurance commissions from my prior employer as well as well as income paid to me. Start: 03/01/2002 Address: 14 Dayna Dr Monroe NJ 08831 0 hrs per month Not investment related 2. MILLSTONE FINANCIAL GROUP; INVESTMENT RELATED; 490 HWY 33 WEST, MILLSTONE NJ 08535; INSURANCE; INSURANCE AGENT; 05/2012; 120 HOURS PER MONTH; O HOURS DURING SECURITIES TRADING HOURS; INSURANCE & FIXED ANNUITY SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-04
• S63 Uniform Securities Agent State Law Examination
  1999-05-06