Gerald MilkowskiCRD Number: 334319
Current Firm: Maple Capital Management, Inc.
Gerald Milkowski (CRD# 334319) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Hanover, NH and has over 39 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Granite Value Capital, LLC
Summit Wealth Group LLC
|Maple Capital Management, Inc.||Montpelier, VT||Aug 2004 - Current||18|
|Nl Capital Management, Inc.||Montpelier, VT||Feb 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
Total Assets Under Management1,594MILLIONS
Total Number of Accounts2,168ACCOUNTS
Average Account Value$735,318
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV
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