Elizabeth Milardo (CRD# 4815796) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, CT and has over 19 years of experience in the finance industry.
CRD# 1654
Janney Montgomery Scott LLC
CRD# 2184176
Agemy Wealth Advisors, LLC
CRD# 5744683
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Turnkey Financial Partners | Port Saint Lucie, FL | Mar 2023 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Mar 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2015 - Mar 2023 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2015 - Mar 2023 | 7 |
| Lpl Financial LLC | Middletown, CT | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- CT
- FL
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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