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Robert J Milnes

Advisory Services Network

North Wales, PA

Atlanta, GA

CRD 5360935

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-13
  • PA RA
    APPROVED
    Since 2019-11-13

Branch Locations

1501 Lower State Rd. Ste 302, North Wales, PA 19454 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dewitt Capital Management Wayne PA 05/2011 08/2019
Advisory Services Network, Llc Atlanta GA 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-20
  • S65 Uniform Investment Adviser Law Examination
    2011-08-20
Other Names
  • Robert Jay Milnes

View on SEC IAPD

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