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Robert Milligan

Raymond James Financial Services Advisors, INC
28 Years of Experience
Morristown, NJ
1 DisclosureBroker
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Robert Milligan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

360 Mount Kemble Ave, Morristown, NJ, 07960

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History

Regulatory History (1)
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
October 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns 147 Fuller Ave. LLC, a rental real estate business, and dedicates minimal time to it. He also acts as an auctioneer for non-profit benefits through Milligan Auction Company, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1999 - March 2006 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - March 2006 · 9 yrs 4 mos
State Registrations44 states
ALAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWVWY
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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