Michael C. Milner
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.
Michael Charles Milner, who also goes by Michael C Milner, Michael Milner, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2008. Michael had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 17, 2025 - September 23, 2026
GRADIENT ADVISORS, LLC
January 23, 2023 - June 4, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 23, 2023 - June 4, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 18, 2015 - February 14, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 13, 2015 - February 14, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 8, 2013 - November 21, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 8, 2013 - November 21, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 3, 2011 - January 3, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 2011 - January 3, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 22, 2008 - January 4, 2010
MSI FINANCIAL SERVICES, INC.
May 2, 2008 - October 21, 2008
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 6
Passed: 5/1/2008
Current Firm
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,152 |
| AUM (Assets Under Management) | $ 289,253,282 |
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.
