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Gabriella Milley

Npa Asset Management, LLC
20 Years of Experience
Princeton, NJ
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Gabriella Milley is a registered investment advisor at Npa Asset Management, LLC, based in Princeton, NJ, with 20 years of industry experience. Gabriella is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,746 clients with $1.1B in assets under management.

Npa Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$388K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual account management fee is up to 3.00% and is negotiable. Fees vary by specific program, account size, and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

50 Wittmer Ct, Princeton, NJ, 08540

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015
Withdrawn
Employment Separation After Allegations
July 2015
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gabriella teaches financial planning classes at Princeton Adult School and owns a rental property in NYC. She also helps her cousins with their wearable art business and assists individuals with non-investment related matters such as reviewing prenuptial agreements and social security benefits, dedicating about 10-20% of her time to each activity.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 9 mos
Nationwide Planning Associates INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Npa Asset Management, LLC
April 2016 - December 2017 · 1 yr 8 mos
Ic Advisory Services, INC.
September 2015 - April 2016 · 7 mos
The Investment Center, INC.Broker
September 2015 - April 2016 · 7 mos
Edward Jones
December 2013 - August 2015 · 1 yr 8 mos
Edward JonesBroker
September 2013 - August 2015 · 1 yr 11 mos
Dinosaur Securities, L.L.C.Broker
June 2003 - April 2004 · 10 mos
Barclays Capital INC.Broker
September 1999 - May 2002 · 2 yrs 8 mos
Abn Amro IncorporatedBroker
January 1996 - March 1999 · 3 yrs 2 mos
Anz Mccaughan Securities (USA) INCBroker
May 1993 - August 1994 · 1 yr 3 mos
State Registrations7 states
AZCAFLMDNJNYPA
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.
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