HM
HM
Herbert Milner
25 Years of Experience
Winter Park, FL
1 DisclosureBroker
Herbert Milner is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
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Criminal
May 1995Final Disposition
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Wachovia Securities, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wachovia Securities, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
April 2000 - January 2008 · 7 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations43 states
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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.