Cortney B. Milner

VEERY CAPITAL

WEST CHESTER, PA 19382

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CRD#: 5420374

Professional summary

Cortney B Milner, AIF® is a registered financial advisor currently at VEERY CAPITAL, LLC located in West Chester, Pennsylvania.

Cortney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cortney has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Buildng of West Chester, LLC; Owner; Non Investment Related; 22-26 W Market Street West Chester PA 19382; Real Estate; Will handle all of the accounting and bookkeeping; Start date: 2025-02-27; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2. 2) KCAMC; Owner; Non Investment Related; 22-26 W Market Street West Chester PA 19382; Real Estate; Will handle all of the accounting and bookkeeping; Start date: 2025-02-27; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cortney B Milner'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 3, 2018 - Present

VEERY CAPITAL, LLC

Office #1: 24 W Market Street, West Chester, PA 19382

RIA

CRD#: 298465

WEST CHESTER, PA

Past

March 28, 2014 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WILMINGTON, DE

Past

October 3, 2012 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WILMINGTON, DE

Past

March 6, 2012 - October 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

WEST CHESTER, PA

Past

September 11, 2008 - October 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WEST CHESTER, PA

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".

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 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

Delaware
(10/3/2018)

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 66

Date: 11/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/9/2012

General Securities Principal Examination

Current Firm

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

24 W Market Street, West Chester, PA 19382

Mailing Address

Phone number

(302) 660-3350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VEERY CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/15/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 801,987,186

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.

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Firm Stability Insights

Cortney B. Milner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cortney B Milner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

VEERY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2008

Series 24

Date: 8/9/2012

Current Firm

VEERY CAPITAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VEERY CAPITAL, LLC

TRUST BUT VERIFY

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