Henry P Milano

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2013 → 05/2017
  Full-Time Education Dickinson College
  Carlisle, PA
• 08/2017 → 06/2020
  Lincoln Financial Distributors
  Radnor, PA
• 07/2020 → 10/2021
  Hpm Management
  Briarcliff Manor, NY
• 09/2021 → 06/2022
  Lpl Financial Llc
  Armonk, NY
• 06/2022 → 09/2023
  Legend Group/Lincoln Investment
  Fort Washington, PA
• 09/2023 → 04/2024
  Northeast Financial Network
  Armonk, NY
• 09/2024 → Present
  Edward Jones
  St Louis, MO
• 04/2024 → 09/2024
  Unemployed
  Armonk, NY

Previous Registrations

• 2023-12-04 → 2024-04-25
  Park Avenue Securities Llc
  Ridgefield, CT
• 2023-06-30 → 2023-09-11
  Lincoln Investment
  White Plains, NY
  Palm Beach Gardens, FL
• 2023-06-30 → 2023-09-11
  Capital Analysts
  White Plains, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-13
• S63 Uniform Securities Agent State Law Examination
  2017-11-13

Other Names

• Henry Milano
• Henry Peter Milano
• Henry P Milano