MM
MM

Maria Millner

14 Years of Experience
Madison, NJ
Broker

Maria Millner is a registered investment advisor at Arax Advisory Partners, based in Madison, NJ, with 14 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

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

Get directions

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.

Learn about disclosures →
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
Arax Advisory Partners
August 2026 - Present · 2 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2022 - Present · 4 yrs 3 mos
Transcend Capital Advisors, LLC
February 2021 - Present · 5 yrs 8 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.
More Advisors