Elizabeth H. Milardo

DISCIPLINE WEALTH SOLUTIONS

Stuart, FL 34994

Some features on this profile are disabled

CRD#: 4815796

Professional summary

Elizabeth Hutton Milardo, who also goes by Elizabeth Marie Hutton, Elizabeth Hutton Miss, Elizabeth H Milardo, Elizabeth Milardo, Lizz Milardo Mrs., Lizz Milardo, is a registered financial advisor currently at DISCIPLINE WEALTH SOLUTIONS, INC. located in Stuart, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Elizabeth has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

1. Fixed insurance sales; as of 2017; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Residential real estate sales agent, Echo Fine Properties; Located in Port St. Lucie, FL; as of 9/23/2024 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Bookkeeping, Checklist, LLC; Located in Port St. Lucie, FL, as of 05/2018; 0% of time spent during business hours; Not conducted at branch; Not investment related. 4. Owner, Turnkey Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 03/18/2024; 12% time spent during business hours; Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Hutton Milardo'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

September 15, 2025 - Present

DISCIPLINE WEALTH SOLUTIONS, INC.

Office #1: 759 Sw Federal Highway, Suite 309, Stuart, FL 34994

RIA

CRD#: 315846

Stuart, FL

Past

March 2, 2023 - August 29, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Glastonbury, CT

Past

March 1, 2023 - August 29, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Glastonbury, CT

Past

May 4, 2015 - March 6, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

West Palm Beach, FL

Past

May 4, 2015 - March 6, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Port Saint Lucie, FL

Past

September 20, 2013 - May 15, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

MIDDLETOWN, CT

Past

September 20, 2013 - May 15, 2015

LPL FINANCIAL LLC

CRD#: 6413

MIDDLETOWN, CT

Past

September 21, 2011 - September 24, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GLASTONBURY, CT

Past

November 30, 2007 - September 24, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GLASTONBURY, CT

Past

January 30, 2007 - November 15, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

WINDSOR, CT

Past

October 11, 2004 - December 31, 2006

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

HIGGANUM, CT

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".

DISCIPLINE WEALTH SOLUTIONS, INC.

CRD#: 315846 / SEC#: 801-122049

RIA

Registered Investment Advisory firm - (8/10/2021 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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/15/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/9/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DISCIPLINE WEALTH SOLUTIONS, INC.

CRD#: 315846 / SEC#: 801-122049

RIA

Registered Investment Advisory firm - (8/10/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15 Halton Green Way, Greenville, SC 29607

Mailing Address

Phone number

(864) 322-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCIPLINE WEALTH SOLUTIONS (5/20/2025)

Regulatory assets under management

Total Number of Accounts	2,750
AUM (Assets Under Management)	$ 316,318,696

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.

Similar Advisors

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth H. Milardo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Hutton Milardo's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

DISCIPLINE WEALTH SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2011

Series 63

Date: 10/13/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2012

Series 6

Date: 10/9/2004

Current Firm

DISCIPLINE WEALTH SOLUTIONS, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DISCIPLINE WEALTH SOLUTIONS, INC.

TRUST BUT VERIFY

Similar Advisors