Bruce Benjamin Milstein

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 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

• 09/2009 → 07/2022
  Bank Of America, N.A.
  Charleston, SC
• 07/2022 → 01/2024
  Janney Montgomery Scott Llc
  New York, NY
• 01/2024 → Present
  Janney Montgomery Scott Llc
  New York, NY

Previous Registrations

• 2005-12-16 → 2022-07-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Brunswick, NJ
  Florham Park, NJ
  Bedminster, NJ
  Sparta, NJ
  Bridgewater, NJ
  Little Rock, AR
  Mount Pleasant, SC
  Paramus, NJ
  Montvale, NJ
  Paramus, NJ
• 2002-11-01 → 2005-12-19
  Citigroup Global Markets Inc.
  New Brunswick, NJ
  New Brunswick, NJ
• 2002-06-14 → 2002-11-14
  Prudential Equity Group, Llc
  Florham Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-23
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant