Gail A. Milon

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CRD#: 1766745

Professional summary

Gail Antoinette Milon was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gail Antoinette Milon, who also goes by Gail A Rowe, Gail Rowe, was a registered financial professional .

Gail is a previously registered financial professional and started their career in finance in 1987. Gail had worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gail A Rowe | Gail Rowe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 14, 2017 - November 6, 2017

ELE ADVISORY SERVICES, INC

RIA

CRD#: 148228

TALLAHASSEE, FL

Past

March 29, 2017 - November 6, 2017

ELE WEALTH SOLUTIONS, INC.

CRD#: 38931

TALLAHASSEE, FL

Past

November 19, 2003 - March 15, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

Tallahassee, FL

Past

October 27, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TALLAHASSEE, FL

Past

October 27, 2003 - March 15, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

Tallahassee, FL

Past

June 20, 2000 - November 6, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TALLAHASSEE, FL

Past

June 20, 2000 - November 6, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 20, 1999 - May 22, 2000

JWGENESIS FINANCIAL GROUP, INC

CRD#: 38166

BOCA RATON, FL

Past

June 24, 1996 - January 7, 1997

UNITED DANIELS CAPITAL CORPORATION

CRD#: 38292

QUEEN VILLAGE, NY

Past

November 25, 1987 - July 13, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELE ADVISORY SERVICES, INC

ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC

CRD#: 148228 / SEC#: 801-117442

RIA

Registered Investment Advisory firm - (2/10/2020 Approved)

Alabama

Registered Investment Advisory firm - (2/21/2020 Terminated)

California

Registered Investment Advisory firm - (3/22/2020 Terminated)

Florida

Registered Investment Advisory firm - (2/21/2020 Terminated)

Georgia

Registered Investment Advisory firm - (2/27/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (3/2/2020 Terminated)

Michigan

Registered Investment Advisory firm - (2/24/2020 Terminated)

Mississippi

Registered Investment Advisory firm - (2/21/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (2/26/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/21/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

Virginia

Registered Investment Advisory firm - (2/21/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/23/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/13/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Current Firm

ELE ADVISORY SERVICES, INC

ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC

CRD#: 148228 / SEC#: 801-117442

RIA

Registered Investment Advisory firm - (2/10/2020 Approved)

Alabama

Registered Investment Advisory firm - (2/21/2020 Terminated)

California

Registered Investment Advisory firm - (3/22/2020 Terminated)

Florida

Registered Investment Advisory firm - (2/21/2020 Terminated)

Georgia

Registered Investment Advisory firm - (2/27/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (3/2/2020 Terminated)

Michigan

Registered Investment Advisory firm - (2/24/2020 Terminated)

Mississippi

Registered Investment Advisory firm - (2/21/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (2/26/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/21/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

Virginia

Registered Investment Advisory firm - (2/21/2020 Terminated)

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Contact information

Main Address

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075

Mailing Address

Phone number

(248) 356-6555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (4/6/2025)

Regulatory assets under management

Total Number of Accounts	1,401
AUM (Assets Under Management)	$ 125,500,125

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gail A. Milon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ELE WEALTH SOLUTIONS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

JWGENESIS FINANCIAL GROUP, INC

UNITED DANIELS CAPITAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ELE ADVISORY SERVICES, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/23/2000

Series 65

Date: 7/13/1999

SIE

Date: 11/6/2017

Series 7

Date: 11/21/1987

Current Firm

ELE ADVISORY SERVICES, INC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELE ADVISORY SERVICES, INC

TRUST BUT VERIFY

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