Kerrie Leigh Milligan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Raymond James & Associates, Inc.
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2012-10-17
  Morgan Stanley
  Chicago, IL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 2003-06-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

(1)Name of Business: The Fox's Den Investment Club Address: 3801 Bayview Drive, Ft Lauderdale, FL, 33308, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am strictly contributing $15,000 to be a member in the investment club--I will not be an officer or the broker of record on the account. I will contribute purchase ideas as all members will.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-25
• S63 Uniform Securities Agent State Law Examination
  2000-12-20

Other Names

• Kerrie Leigh Milligan
• Kerrie Milligan Grimstad