Theresa Milana

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 06/2020 → 12/2022
  Man Cave Health, Inc.
  Melville, NY
• 06/2019 → 08/2022
  Acumen Solutions Group
  Melville, NY
• 08/2012 → 05/2022
  Student
  Oyster Bay, NY
• 10/2022 → 09/2024
  Stifel, Nicolaus & Company, Incorporated
  Garden City, NY
• 06/2026 → Present
  Mma Securities Llc
  Melville, NY
• 03/2025 → Present
  Marsh Mclennan Agency
  Meville, NY
• 09/2024 → 02/2025
  Merchant Monitors
  Oyster Bay, NY

Previous Registrations

• 2023-05-24 → 2024-09-19
  Stifel, Nicolaus & Company, Incorporated
  Garden City, NY

Other Businesses

1. The Investment Advisor Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Investment Advisor Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. 2. Man Cave Health; not-invesment related; New York, Non-Profit; Board Member; Start Date - June 2020; devote 8 hours a month not during securities trading hours; advisory board, helps with developement and growth.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Theresa Milana
• Theresa Maria Milana