Elizabeth Hutton Milardo

Current Employers

Employment History

• 05/2015 → 03/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2015 → 03/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2023 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → Present
  Turnkey Financial Partners
  Port Saint Lucie, FL
• 08/2025 → Present
  Discipline Wealth Solutions, Inc
  Greenville, SC

Previous Registrations

• 2023-03-02 → 2025-08-29
  Commonwealth Financial Network
  Middletown, CT
  Glastonbury, CT
  Waltham, MA
  Stuart, FL
  Port St Lucie, FL
• 2015-05-04 → 2023-03-06
  Cambridge Investment Research Advisors, Inc.
  Glastonbury, CT
  West Palm Beach, FL
  Port Saint Lucie, FL
• 2013-09-20 → 2015-05-15
  Lpl Financial Llc
  Middletown, CT
• 2011-09-21 → 2013-09-24
  Msi Financial Services, Inc.
  Glastonbury, CT

Other Businesses

1. Fixed insurance sales; as of 2017; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Residential real estate sales agent, Echo Fine Properties; Located in Port St. Lucie, FL; as of 9/23/2024 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Bookkeeping, Checklist, LLC; Located in Port St. Lucie, FL, as of 05/2018; 0% of time spent during business hours; Not conducted at branch; Not investment related. 4. Owner, Turnkey Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 03/18/2024; 12% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-23
• S63 Uniform Securities Agent State Law Examination
  2004-10-13

Other Names

• Lizz Milardo
• Elizabeth Hutton
• Elizabeth H Milardo
• Elizabeth Hutton Milardo
• Lizz Milardo
• Elizabeth Marie Hutton
• Elizabeth Milardo