MY
CFA
MY
CFA

Mila Yankova

20 Years of Experience
New York, NY
Broker

Mila Yankova is a CFA-designated registered investment advisor at Capital Client Group, INC., based in New York, NY, with 20 years of industry experience. Mila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

399 Park Ave., 39th Floor, New York, NY, 10022

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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
Capital Client Group, INC.
February 2020 - Present · 6 yrs 3 mos
Capital Client Group, INC.Broker
February 2020 - Present · 6 yrs 3 mos
Capital Client Group, INC.
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Barclays Capital INC.Broker
September 2008 - September 2019 · 11 yrs
Lehman Brothers INC.Broker
September 2005 - September 2008 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Mila Yankova - Financial Advisor | TrueAdvisor