Milton Balbuena (CRD# 2922485) is an Investment Advisor Representative working at Blue Hall Capital in Napa, CA and has over 17 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Hall Capital, LLC | Napa, CA | Apr 2013 - Current | 11 |
| 3240 United Drive LLC | San Francisco, CA | Jun 2021 - Aug 2021 | < 1 |
| Vii Peaks Capital | Napa, CA | May 2018 - Feb 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management21MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$2,099,097
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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CA
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