GM
GM

Gabriella Clapp Milley

19 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Loading...

Location

50 Wittmer Ct, Princeton, NJ, 08540

Get directions

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Withdrawn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
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 1 mo
Nationwide Planning Associates INC.Broker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Npa Asset Management, LLC
April 2016 - December 2017 · 1 yr 8 mos
The Investment Center, INC.Broker
September 2015 - April 2016 · 7 mos
Ic Advisory Services, INC.
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
Exams
No exam information available for this advisor.
Gabriella Clapp Milley - Financial Advisor | TrueAdvisor