TrueAdvisor
TrueAdvisor
JR
JR

John Walter Riccio

Millennial Advisers, LLC.
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Millennial Advisers, LLC.
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Financial Planning:Investment management only

Location

Miami, FL

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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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Employment History
Current Registrations
Allied Millennial Partners, LLCBroker
August 2025 - Present · 6 mos
Allied Millennial Partners, LLC
August 2025 - Present · 6 mos
Millennial Advisers, LLC.
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Ladenburg Thalmann Asset Management INC
April 2023 - April 2024 · 1 yr
Ladenburg Thalmann & CO. INC.Broker
September 2006 - April 2024 · 17 yrs 7 mos
Broadwall Capital LLCBroker
April 2004 - September 2006 · 2 yrs 5 mos
Kaplan & CO. Securities INC.Broker
October 2003 - April 2004 · 6 mos
Ladenburg, Thalmann & CO., INC.Broker
November 2002 - October 2003 · 11 mos
Ladenburg Capital Management INC.Broker
September 2000 - November 2002 · 2 yrs 2 mos
State Registrations4 states
FLMANYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.