Edward Millay is a registered investment advisor, based in Bellevue, KY, with 6 years of industry experience.
Location
Bellevue, KY
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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 →Employment History
Current Registrations
Sei Investments Distribution CO.
October 2022 - Present · 3 yrs 7 mos
Sei Investments Management CORP
October 2022 - Present · 3 yrs 7 mos
Sei Investments Distribution CO.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Brinker Capital Securities, LLCBroker
July 2022 - September 2022 · 2 mos
Orion Portfolio Solutions, LLC
August 2019 - September 2022 · 3 yrs 1 mo
State Registrations2 states
KYPA
Advisor
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.