Best Investors Account Sign in

George A. Milani

Strategic Advisers LLC

New York, NY

New York, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

New York, NY • United States

2070 Broadway, New York, NY 10023-2802 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc New York NY 12/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2004 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-129000|OrgNmn:77 CHARLTON CONDOMINIUM|Org Addr:NEW YORK,New York,US|OBA Nature:OFFICER CONDOMINIUM BOARD|Invst Rel:N|Title:TREASURER CONDOMINIUM|Duties:CONDOMINIUM BUILDING DECISIONS|StrtDt:02-01-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
S65 Uniform Investment Adviser Law Examination 1996-02-27
S63 Uniform Securities Agent State Law Examination 1996-02-12
  • S66 Uniform Combined State Law Examination
    2021-11-15
  • S65 Uniform Investment Adviser Law Examination
    1996-02-27
  • S63 Uniform Securities Agent State Law Examination
    1996-02-12
Other Names
  • George Alexander Milani
  • George Alexander Milani

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor