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JM

Jennifer E Milacci

CRD# 2807977·Registered 1996 - 2024
Previously Registered: Being a previously registered professional could mean that Jennifer is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jennifer E Milacci, who also goes by Jennifer Elaine Haylor, Jennifer Milacci, was a registered financial advisor. Jennifer was a previously registered financial professional and started their career in finance 1996 - 2024. Jennifer had worked at 3 firms and has passed the Series 63, SIE, Series 87, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jennifer Elaine Haylor, Jennifer Milacci

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

RENAISSANCE INSTITUTIONAL MANAGEMENT LLC·CRD# 136113
BD
New York, NY
September 12, 2005 - July 5, 2024
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
June 23, 2005 - September 8, 2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP·CRD# 7325
BD
Boston, MA
December 5, 1996 - April 8, 2002

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Current Firm

RI
RENAISSANCE INSTITUTIONAL MANAGEMENT LLC

RENAISSANCE INSTITUTIONAL MANAGEMENT LLC

CRD#: 136113 / SEC#: 8-66971
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

520 Madison Avenue, New York, NY 10022

Mailing Address

520 Madison Avenue, New York, NY 10022

Phone Number

(212) 821-1502

Established

Delaware since 03/18/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
RENAISSANCE TECHNOLOGIES LLCSOLE MEMBER—
CRUSE, KARINNECHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER; FINOP7837605
LEONG, LAURENPRESIDENT, CHIEF COMPLIANCE OFFICER5446070

Disclosures

Regulatory Event

3

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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.

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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.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Jul 2005About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Jun 2005About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1996About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 2022About the Series 24 exam

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CRS (Client Relationship Summary)

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

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JM
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