Antonia M. Vaughn
Professional summary
Antonia Milo Vaughn, who also goes by Antonia Rose Milo, Antonia Milo, Toni Milo, is a registered financial advisor currently at ADVENIRE WEALTH MANAGEMENT located in Colorado Springs, Colorado.
Antonia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Antonia has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Antonia Milo Vaughn's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2024 - Present
ADVENIRE WEALTH MANAGEMENT
Office #1: 10855 Hidden Pool Heights Suite 330, Colorado Springs, CO 80908June 7, 2012 - January 16, 2014
T. ROWE PRICE ADVISORY SERVICES, INC.
November 2, 2010 - January 16, 2014
T. ROWE PRICE INVESTMENT SERVICES, INC.
May 1, 2009 - February 3, 2010
WADDELL & REED
April 17, 2009 - February 3, 2010
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2024)
Exams
Current Firm
ADVENIRE WEALTH MANAGEMENT
CRD#: 301177 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 93,084,141 |
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
ADVENIRE WEALTH MANAGEMENT
CRD#: 301177Colorado Springs, CO 80908TRUST BUT VERIFY
Monitor Antonia Vaughn
Get automatic monthly alerts on:
