EM
EM

Elana Milianta

27 Years of Experience
Greenwich, CT
3 DisclosuresBroker

Elana Milianta is a registered investment advisor at Raymond James & Associates, INC., based in Greenwich, CT, with 27 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

Three Pickwick Plaza, 4th Floor, Greenwich, CT, 06830

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History

Regulatory History (3)
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 2009
Denied
Customer Dispute
February 2009
Settled
Customer Dispute
October 2008
Denied
Other Business Activities

Elana is a partner in the development and launch of an app focused on good deeds, dedicating a few hours per week to research and outreach. She is also the author of "A Girlfriend's Financial Survival Guide", spending minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2006 - February 2019 · 12 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2003 - February 2019 · 16 yrs
Morgan Stanley Dw INC.Broker
January 2000 - February 2003 · 3 yrs 1 mo
Linsco/private Ledger CORP.Broker
March 1999 - January 2000 · 10 mos
Painewebber IncorporatedBroker
February 1999 - March 1999 · 1 mo
State Registrations16 states
CACOCTDCFLGAMAMDNJNYOHPASCTNVAWI
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.