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MS

Milton Sonneberg

Some features on this profile are disabled
CRD#: 430646
MS

Professional summary

Being a previously registered professional could mean that this person 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.

Milton Sonneberg was a registered financial professional .

Milton is a previously registered financial professional and started their career in finance in 1971. Milton had worked at 11 firms and has passed the Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

February 21, 1986 - March 15, 1989

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

December 20, 1984 - March 18, 1986

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

October 7, 1983 - January 7, 1985

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
Past

May 21, 1982 - November 10, 1983

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
Past

February 22, 1978 - June 3, 1982

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

August 3, 1977 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514
Past

August 17, 1976 - July 10, 1977

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

May 5, 1975 - September 4, 1976

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

February 12, 1973 - June 7, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

August 14, 1972 - December 5, 1972

RITTMASTER, LAWRENCE AND CO., INC.

BD
CRD#: 5020
Past

December 13, 1971 - September 30, 1972

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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.

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 12/8/1971
Registered Representative Examination

Current Firm

M&
MOORE & SCHLEY, CAMERON & CO.
MOORE & SCHLEY, CAMERON & CO.

CRD#: 6917 / SEC#: , 8-16102

BD
Terminated by FINRA on 04/12/1990
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 04/01/1988
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents

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

MOORE & SCHLEY, CAMERON & CO.

CRD#: 6917

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