AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RM

Robert Michael Milo

CITADEL SECURITIES INSTITUTIONAL
New York, NY
·CRD# 2284360·14 years experience

Professional Summary

Robert Michael Milo, who also goes by Robert M Milo, Robert Milo, is a registered financial advisor currently at CITADEL SECURITIES INSTITUTIONAL LLC located in New York, New York and CITADEL SECURITIES LLC located in New York, New York. Robert is registered as a RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 6 firms and has passed the SIE and Series 99 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert M Milo, Robert Milo

Blog Corner

More Resources

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

14 years in the financial services industry

Current & Past Employments

Current

CITADEL SECURITIES INSTITUTIONAL LLCCurrent·CRD# 281102
BD
660 Fifth Avenue, New York, NY 10103
December 11, 2020 - Present
CITADEL SECURITIES LLCCurrent·CRD# 116797
BD
660 Fifth Avenue, New York, NY 10103
December 11, 2020 - Present
CITADEL CLEARING LLCCurrent·CRD# 172693
BD
660 Fifth Avenue, New York, NY 10103
August 13, 2025 - Present
PALAFOX TRADING LLCCurrent·CRD# 131114
BD
660 Fifth Avenue, New York, NY 10103
August 28, 2025 - Present

Past

PALAFOX TRADING LLCPast·CRD# 131114
BD
New York, NY
December 11, 2020 - February 9, 2024
CITADEL CLEARING LLCPast·CRD# 172693
BD
New York, NY
December 11, 2020 - February 9, 2024
MORGAN STANLEYPast·CRD# 149777
BD
New York, NY
April 12, 2018 - March 10, 2020
MORGAN STANLEY & CO. LLCPast·CRD# 8209
BD
Baltimore, MD
July 9, 2012 - April 12, 2018

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

PT
PALAFOX TRADING LLC

PALAFOX TRADING LLC

CRD#: 131114 / SEC#: 8-66420
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

830 Brickell Plaza Floor 15, Miami, FL 33131

Mailing Address

830 Brickell Plaza Floor 15, Miami, FL 33131

Phone Number

(305) 929-6851

Established

Delaware since 01/16/2004

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
PALAFOX HOLDCO LLCMEMBER—
CARROLL, SEAN VINCENTCHIEF EXECUTIVE OFFICER AND PRINCIPAL OPERATIONS OFFICER2518443
CITADEL ADVISORS LLCMANAGER—
HENRY, STEVEN MICHAELCHIEF ACCOUNTING OFFICER AND FINOP5587809
SAHADI, NICHOLAS MITCHELLCHIEF COMPLIANCE OFFICER4044856

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 99 — Operations Professional Examination

Passed Jul 2012About the Series 99 exam
FINRA
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Robert Michael Milo's CRS (Customer Relationship Summary).

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#