KM
KM

Kelly Milligan

26 Years of Experience
Miami, FL
Broker

Kelly Milligan is a registered investment advisor, based in Miami, FL, with 26 years of industry experience.

Location

1450 Brickell Avenue, Suite 2610, Miami, FL, 33131

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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

Kelly is a committee member for the Lazarex Cancer Foundation, a non-profit organization supporting end-stage cancer patients. She serves on the finance committee, reviewing budgets, dedicating minimal time to this role.

Employment History
Current Registrations
Sanctuary Securities, INC.
April 2021 - Present · 5 yrs 3 mos
Sanctuary Advisors, LLC
April 2021 - Present · 5 yrs 3 mos
Sanctuary Securities, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2000 - May 2021 · 21 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - May 2021 · 21 yrs 2 mos
State Registrations28 states
CACOCTDCFLGAHIIDILINKYMAMDMNMTNCNMNVNYOHORPARITNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kelly Milligan - Financial Advisor | TrueAdvisor