Herbert Milner
Herbert Milner is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 26 years of industry experience. Herbert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Criminal
May 1995Other Business Activities
Herbert serves as a Trustee/Co-Trustee for multiple trusts and is a partner in Wyoming Sky, LLC, a rental property. These activities require minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations43 states
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
More Advisors
- Kevin BarryMorgan Stanley
- Debra EbertMorgan Stanley
- Kent AkinsMorgan Stanley
- Louis FeinbergMorgan Stanley
- Steven SchellingMorgan Stanley
- Mark BoersmaMorgan Stanley