Ryan Milinazzo (CRD# 6908895) is an Investment Advisor Representative working at Commonwealth Financial Network in Denver, CO and has over 6 years of experience in the finance industry.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | San Diego, CA | May 2024 - Current | < 1 |
Hadad Milinazzo Financial Group | Denver, CO | May 2024 - Current | < 1 |
Commonwealth Financial Network | San Diego, CA | Nov 2019 - May 2024 | 4 |
Hadad Milinazzo Financial Group | Denver, CO | Jan 2018 - May 2024 | 6 |
Hadad Milinazzo Financial Group Inc. | Denver, CO | Jan 2018 - May 2024 | 6 |
Hd Vest Investment Services | Denver, CO | May 2018 - Nov 2019 | 1 |
Andarko Petroleum Corporation | Denver, CO | Aug 2016 - Jan 2018 | 1 |
University Of Colorado At Boulder | Boulder, CO | Aug 2015 - May 2016 | < 1 |
University Of Colorado At Boulder | Boulder, CO | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CO
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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