Francis G. Milo

LATITUDE ADVISORS

SOUTH RIVER, NJ 08882

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CRD#: 2220773

Professional summary

Francis Gerard Milo, who also goes by Frank Milo, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in South River, New Jersey and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Francis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Francis has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Milo

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.

08/2006 TO PRESENT - FRANK G. MILO INSURANCE AGENCY, 183 Hillside Ave, South River, NJ 08882; OFFER INDIVIDUAL & GROUP LIFE, HEALTH, LTC, DISABILITY,FIXED & EIA, AUTO, HOME UMBRELLA, FLOOD, PERSONAL & COMMERCIAL INSURANCE. TITLE-OWNER/INSURANCE AGENT; DUTIES-REVIEW CLIENTS' INSURANCE NEEDS, RECOMMEND SUITABLE SOLUTIONS; TIME SPENT-90%; COMPENSATED BY COMMISSIONS. 01/2010 - LATITUDE ADVISORS, LLC - INVESTMENT ADVISOR REP - COMPENSATED BY FEES - 5-10% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Gerard Milo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 5, 2010 - Present

LATITUDE ADVISORS, LLC

Office #1: 183 Hillside Avenue, South River, NJ 08882

RIA

CRD#: 151001

SOUTH RIVER, NJ

Current

January 5, 2010 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

July 2, 2007 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

SOUTH RIVER, NJ

Past

July 2, 2007 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SOUTH RIVER, NJ

Past

June 19, 2002 - September 11, 2006

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

EAST BRUNSWICK, NJ

Past

March 19, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 19, 1992 - September 11, 2006

PRUCO SECURITIES, LLC.

CRD#: 5685

EAST BRUNSWICK, NJ

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".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(1/5/2010)

IAR

New Jersey
(1/5/2010)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/18/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/17/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

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

Francis G. Milo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Gerard Milo's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2001

Series 63

Date: 5/20/1993

SIE

Date: 10/1/2018

Series 6

Date: 3/17/1992

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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