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Andrea Milano
30 Years of Experience
Sarasota, FL
2 DisclosuresBroker
Andrea Milano is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 30 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
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Location
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2003Denied
Customer Dispute
June 2000Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2025 - Present · 1 yr 3 mos
Raymond James & Associates, INC.Broker
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
June 2013 - August 2024 · 11 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - August 2024 · 11 yrs 2 mos
PNC Investments
September 2009 - May 2013 · 3 yrs 8 mos
PNC InvestmentsBroker
July 2009 - May 2013 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - May 2009 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - May 2009 · 2 yrs 5 mos
PNC Investments
January 2004 - November 2006 · 2 yrs 10 mos
PNC InvestmentsBroker
January 2004 - November 2006 · 2 yrs 10 mos
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
August 1995 - June 2002 · 6 yrs 10 mos
Prudential Securities IncorporatedBroker
March 1995 - August 1995 · 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.