Anthony Milliano
CRD Number: 7568503Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Milliano (CRD# 7568503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key Biscayne, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Key Biscayne, FL | Aug 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Key Biscayne, FL | Jul 2023 - Current | < 1 |
Unemployed | Paducah, KY | May 2023 - Jul 2023 | < 1 |
University Of Mississippi | Oxford, MS | Aug 2022 - May 2023 | < 1 |
Bank Of America Merrill Lynch | Fort Lauderdale, FL | Jun 2022 - Aug 2022 | < 1 |
University Of Mississippi | Oxford, MS | Aug 2021 - Jun 2022 | < 1 |
Dannenmueller Blinds Shutters And Closets | Paducah, KY | May 2021 - Aug 2021 | < 1 |
University Of Mississippi | Oxford, MS | Aug 2020 - May 2021 | < 1 |
Dannenmueller Blinds Shutters And Closets | Paducah, KY | May 2020 - Aug 2020 | < 1 |
University Of Mississippi | Oxford, MS | Aug 2019 - May 2020 | < 1 |
Dannenmueller Blinds Shutters And Closets | Paducah, KY | May 2019 - Aug 2019 | < 1 |
St. Mary High School | Paducah, KY | Aug 2018 - May 2019 | < 1 |
Dannenmueller Blinds Shutters And Closets | Paducah, KY | May 2018 - Aug 2018 | < 1 |
St. Mary High School | Paducah, KY | Aug 2017 - May 2018 | < 1 |
Dannenmueller Blinds Shutters And Closets | Paducah, KY | May 2017 - Aug 2017 | < 1 |
St. Mary High School | Paducah, KY | Aug 2016 - May 2017 | < 1 |
Under The Age Of 16. Did Not Work | Paducah, KY | Aug 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.