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Aleksandra Delic-Milanovic

23 Years of Experience
Parma, OH
Broker

Aleksandra Delic-Milanovic is a registered investment advisor at Raymond James & Associates, INC., based in Parma, OH, with 23 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

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
Raymond James & Associates, INC.
November 2024 - Present · 1 yr 6 mos
Raymond James & Associates, INC.
November 2024 - Present · 1 yr 6 mos
Raymond James & Associates, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - November 2024 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - November 2024 · 21 yrs 11 mos
State Registrations1 state
OH
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.
Aleksandra Delic-Milanovic - Financial Advisor | TrueAdvisor