Robert L. Milardo
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 Louis Milardo was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1977. Robert had worked at 8 firms and has passed the Series 63, SIE, PC and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2016 - September 22, 2020
BICKLING FINANCIAL SERVICES, INC.
July 19, 2005 - June 17, 2016
LASALLE ST SECURITIES, L.L.C.
August 15, 2003 - July 19, 2005
MOORS & CABOT, INC.
June 26, 2000 - August 18, 2003
LEERINK PARTNERS LLC
June 16, 1988 - June 30, 2000
GRUNTAL & CO., L.L.C.
January 4, 1982 - July 19, 1988
LEHMAN BROTHERS INC.
September 26, 1978 - January 21, 1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 3, 1977 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
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
PC
Date: 1/1/1977
AMEX Put and Call ExamCurrent Firm
BICKLING FINANCIAL SERVICES, INC.
CRD#: 128544 / SEC#: 801-81187
Contact information
Regulatory assets under management
| Total Number of Accounts | 3,440 |
| AUM (Assets Under Management) | $ 734,967,138 |
Red Flags
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