Avestar Capital, LLC

Jonathan Shaban is a CFA® charterholder with three years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp. and Bank of America Private Bank. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private funds, and institutional investors. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Sanjeet Dass is a financial advisor at Avestar Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Merrill, and Bank of America. He is also a director of the Dass Family Charitable Foundation, a family charitable organization. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private funds, accredited investors, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning and due diligence services.

Michael Kettner is a financial advisor at Avestar Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Services, Inc. and Coastline Wealth Management. He is also the owner of MCK Wealth Management, a personal non-investment business entity. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion for individuals, high-net-worth clients, private funds, charities, and corporations. The firm offers financial planning and portfolio management through proprietary ETF strategies and third-party models, combining passive and active management with options and derivatives, while serving both U.S. and non-U.S. clients and acting as an investment manager for proprietary funds and private investment vehicles.

Jason Mcmillen is a CFP® and Series 66 licensed advisor with 13 years of industry experience. He currently serves at Avestar Capital, LLC, joining the firm in 2025 after previous roles at Rockefeller Financial LLC, Rock & Co LLC, and The AYCO Company, L.P./Mercer Allied. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and institutional clients. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, serving a diverse client base that includes high-net-worth individuals, private funds, charities, and corporate entities.

Samandar Kasimov is a financial advisor at Avestar Capital, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Neuberger Berman LLC from 2016 to 2024 and Frisch Financial Group, Inc. since 2024. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, incorporating both active and passive management, options hedging, and, where appropriate, derivatives and leverage.

Michael Trapp is a financial advisor at Avestar Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services before joining Avestar Capital. Avestar Capital is an SEC-registered investment adviser managing approximately $2.06 billion across a diverse client base including individuals, high-net-worth clients, private investment funds, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, and offers services such as financial planning and access to private funds and special purpose vehicles.

Michael Silvestri is a financial advisor at Avestar Capital, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Jefferies, Morgan Stanley, Bank of America, and Merrill Lynch. He served in the Colorado Army National Guard from 2014 to 2017. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for a diverse client base including individuals, high-net-worth clients, private funds, and corporate entities. The firm employs a mix of proprietary ETF-based strategies and third-party models, offering financial planning and portfolio management with access to private funds and special purpose vehicles.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC with 20 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Merrill Lynch and Bank of America. He serves on the board of directors for Pratham USA, an education nonprofit organization. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for individual and high-net-worth clients, private investment funds, charities, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party portfolios, and it offers financial planning, discretionary and non-discretionary portfolio management, and access to private funds and special purpose vehicles.

Connor Tendall is a financial advisor at Avestar Capital, LLC with six years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Avestar Capital in 2021, Tendall worked at Snowden Capital Advisors LLC for three years and was a professional golfer from 2016 to 2017. Avestar Capital manages approximately $2.06 billion for individual and high-net-worth clients, private funds, charities, and corporate entities. The firm offers financial planning, discretionary and non-discretionary portfolio management through proprietary ETF strategies, third-party model portfolios, and access to privately offered funds and special purpose vehicles.

Raymond Balroop is a financial advisor at Avestar Capital, LLC with four years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Hightower and Fifth Avenue Financial (MassMutual), where he worked for 16 years. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individuals, high-net-worth clients, private investment funds, and charitable organizations. The firm employs a combination of proprietary ETF-based models and third-party portfolios, offering financial planning and portfolio management services with strategies that may include passive and active management, hedging, leverage, and derivatives.

Christopher Dunne is a CFP® with 15 years of industry experience, currently serving as an advisor at Avestar Capital, LLC since 2021. He also has experience with IDB Capital Corp. since 2015. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individual and high-net-worth clients, private investment funds, accredited investors, charities, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party model portfolios, utilizing both passive and active management strategies, and serves non-U.S. clients through affiliated entities in India and Singapore.

Angela Liu is a financial advisor at Avestar Capital, LLC, holding a Series 65 designation with one year of industry experience. She joined Avestar Capital in 2025 after a ten-year period away from the workforce. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited and qualified investors, charities, and corporate entities. The firm combines proprietary ETF-based models with outsourced model portfolios, offering financial planning, discretionary and non-discretionary portfolio management, due diligence services, and access to private funds and special purpose vehicles.

Brian Fullerton is a CFA® charterholder with 19 years of experience in the financial industry. He currently works at Avestar Capital, LLC and has previously held roles at Goldman Sachs and Merrill Lynch Investment Managers LP. Between these positions, he took a one-year sabbatical from 2023 to 2024. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individuals, high-net-worth clients, funds, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party portfolios, offering discretionary and non-discretionary management along with access to private funds and SPVs.