Lily I. Gillman
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.
Lily Inez Gillman was a registered financial professional .
Lily is a previously registered financial professional and started their career in finance in 2023. Lily had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 19, 2025 - November 11, 2025
MDRN WEALTH
February 3, 2025 - September 8, 2025
FOCUS PARTNERS WEALTH, LLC
November 22, 2023 - March 27, 2025
MERRIMAN
State Registrations and Notice Filings
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Current Firm
MDRN WEALTH
CRD#: 323177 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 285 |
| AUM (Assets Under Management) | $ 34,177,733 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
