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Maria Millner

13 Years of Experience
Broker

Maria Millner is a registered investment advisor, based in Madison, NJ, with 13 years of industry experience.

Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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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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Other Business Activities

Maria works full-time as Director of Operations at Transcend Capital Advisors, an RIA. She also dedicates a few hours per week as an association and board member for The Aubrey Foundation, a non-profit organization she co-founded.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2022 - Present · 3 yrs 9 mos
Transcend Capital Advisors, LLC
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - December 2020 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - December 2020 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - August 2013 · 1 yr 4 mos
State Registrations1 state
NJ
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.
Maria Millner - Financial Advisor | TrueAdvisor