DM
DM

Don Milich

41 Years of Experience
Atlanta, GA
Broker

Don Milich is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

6 Concourse Parkway, Suite 2175, Atlanta, GA, 30328

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
March 2012 - February 2013 · 11 mos
Morgan Keegan & Company, INC.
March 2012 - February 2013 · 11 mos
Barclays Capital INC.
June 2010 - March 2012 · 1 yr 9 mos
Barclays Capital INC.Broker
June 2010 - March 2012 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Deutsche Bank Securities INC.
November 2003 - August 2008 · 4 yrs 9 mos
Deutsche Bank Securities INC.Broker
January 2001 - August 2008 · 7 yrs 7 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
August 1990 - September 1997 · 7 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
October 1984 - August 1990 · 5 yrs 10 mos
State Registrations26 states
AKALAZCOFLGAILINKSKYLAMEMONCNENJNVNYOHOKSCTNTXVirgin IslandsWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.