GM
GM

Gregory Milazzo

27 Years of Experience
Florham Park, NJ
Broker

Gregory Milazzo is a registered investment advisor at Raymond James & Associates, INC., based in Florham Park, NJ, 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

200 Park Avenue, Suite 130, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a trustee for a family trust since 2021, dedicating a few hours per week to this activity. This is an investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2009 - June 2021 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - June 2021 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - February 2009 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - January 2005 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - February 2009 · 10 yrs 4 mos
State Registrations20 states
AZCACTDCFLGAILMAMDMNNCNHNJNYPASCTNVAWAWI
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.
Gregory Milazzo - Financial Advisor | TrueAdvisor