Lily Milone

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2025 → Present
  Morgan Stanley
  New York, NY
• 08/2021 → 05/2025
  Yale University
  New Haven, CT
• 01/2018 → 01/2022
  Garden City Spirit Academy
  Garden City, NY
• 09/2017 → 06/2021
  Garden City High School
  Garden City, NY
• 09/2013 → 09/2017
  Garden City Middle School
  Garden City, NY
• 05/2024 → 07/2024
  Morgan Stanley
  New York, NY
• 06/2023 → 08/2023
  Raymond James Financial Services
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02

Other Names

• Lily A Milone