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RM

Robert M. Milano

Some features on this profile are disabled
CRD#: 703823
RM

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.

Robert Michael Milano was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1980. Robert had worked at 6 firms and has passed the Series 63, SIE and Series 7 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

July 31, 2019 - November 12, 2020

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
SOUTHFIELD, MI
Past

September 2, 2016 - July 12, 2019

RICE FINANCIAL PRODUCTS COMPANY

BD
CRD#: 21606
NEW YORK, NY
Past

September 5, 2014 - September 1, 2016

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
Parsippany, NJ
Past

August 2, 2010 - June 27, 2014

LEBENTHAL & CO., LLC

BD
CRD#: 145750
NEW YORK, NY
Past

January 4, 2007 - August 11, 2010

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
UPPER SADDLE RIVER, NJ
Past

January 4, 2007 - August 11, 2010

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
UPPER SADDLE RIVER, NJ
Past

July 1, 2003 - January 3, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW CITY, NY
Past

July 1, 2003 - January 3, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW CITY, NY
Past

December 8, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 27, 1998 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
PASADENA, CA
Past

January 19, 1980 - November 27, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 4/3/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1980
General Securities Representative Examination

Current Firm

MS
MULTI-BANK SECURITIES, INC.
MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: , 8-39547

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1000 Town Center #2300, Southfield, MI 48075
Mailing Address
1000 Town Center #2300, Southfield, MI 48075
Phone number
(248) 291-1100
Established
Michigan since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO5593423
KARSNER, MICHAEL STEPHENCHIEF FINANCIAL OFFICER/TREASURER5751851
MACCAGNONE, DAVID THOMASCEO, CHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT/SECRETARY2077369

Disclosures

Regulatory Event4

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

MULTI-BANK SECURITIES, INC.

CRD#: 22098

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