George A. Milani
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NEW YORK, NY
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CRD#: 2671642
Professional summary
George A. Milani JR., CFP®, who also goes by George Alexander Milani Jr, George Alexander Milani Jr., is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in New York, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. George has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Vice President Financial Consultant, I partner with my clients to build comprehensive investment plans for all financial goals. I work hard to match income strategies to specific client needs. Together, we strive for wealth accumulation and preservation. At Fidelity, we have the products, the services, the platform and the resources to work towards these objectives. I care about every single one of my clients and I relentlessly work to help them pursue their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George Alexander Milani Jr | George Alexander Milani Jr.
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.
OBA-95529|OrgNmn:77 CHARLTON CONDOMINIUM|Org Addr:NEW YORK,New York,US|OBA Nature:UNICORPORATED CONDOMINIUM |Invst Rel:N|Title:TREASURER OF CONDOMINIUM BOARD|Duties:VOTE ON DECISIONS FOR THE CONDOMINIUM|StrtDt:02-01-23|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view George A. Milani JR.'s 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®
Education
Gettysburg College
Bachelor of Business Administration - Accounting and Finance
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2070 Broadway, New York, NY 10023RIA
CRD#: 104555
NEW YORK, NY
Current
December 13, 2004 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2070 Broadway, New York, NY 10023BD
CRD#: 7784
New York, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
December 2, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
December 13, 2004 - July 8, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
May 8, 2002 - December 6, 2004
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PARAMUS, NJ
Past
June 6, 2000 - December 6, 2004
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
January 30, 1996 - February 15, 1996
INVESTORS ASSOCIATES, INC.
BD
CRD#: 958
HACKENSACK, NJ
Past
January 30, 1996 - June 12, 2000
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Alabama(11/18/2020)
RR
Arizona(11/1/2010)
RR
California(2/9/2010)
RR
Colorado(5/18/2012)
RR
Connecticut(1/3/2005)
RR
Delaware(5/18/2012)
RR
District of Columbia(11/1/2010)
RR
Florida(1/3/2005)
RR
Georgia(1/26/2009)
RR
Hawaii(1/5/2016)
RR
Illinois(11/1/2010)
RR
Indiana(3/8/2022)
RR
Iowa(11/18/2020)
RR
Kentucky(10/9/2020)
RR
Louisiana(6/11/2021)
RR
Maine(1/6/2017)
RR
Maryland(11/1/2010)
RR
Massachusetts(9/12/2006)
RR
Michigan(11/19/2020)
RR
Minnesota(3/30/2009)
RR
Missouri(4/12/2021)
RR
Montana(11/4/2021)
RR
Nevada(8/22/2018)
RR
New Hampshire(3/8/2022)
RR
New Jersey(1/3/2005)
RR
New Mexico(9/22/2020)
RR
New York(1/3/2005)
IAR
New York(3/31/2025)
RR
North Carolina(11/2/2010)
RR
Ohio(11/5/2010)
RR
Oregon(11/19/2020)
RR
Pennsylvania(1/3/2005)
RR
Rhode Island(4/28/2020)
RR
South Carolina(1/5/2016)
RR
Tennessee(7/23/2019)
RR
Texas(2/21/2008)
IAR
Texas(3/31/2025)
RR
Utah(7/23/2024)
RR
Vermont(6/24/2009)
RR
Virginia(2/9/2010)
RR
Washington(9/8/2011)
RR
Wisconsin(12/11/2007)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555New York, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
