Unclaimed Profile

Stephen Paul Milner

SQUAR MILNER FINANCIAL SERVICES, LLC·IRVINE, California

SIE, Series 7, Series 66Clean record26 years registeredSQUAR MILNER FINANCIAL SERVICES, LLC

18500 VON KARMAN AVENUE, IRVINE, CA 92612-0527CRD# 3266515Firm CRD# 112483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Paul Milner · IRVINE, CA

Registration

CRD #3266515 · SQUAR MILNER FINANCIAL SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SQUAR MILNER FINANCIAL SERVICES, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC

Nov 2020 – Jun 2024

Irvine, CA

SQUAR MILNER FINANCIAL SERVICES, LLC

Jun 2000 – Dec 2020

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 26, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SQUAR MILNER FINANCIAL SERVICES, LLC

CRD 112483 · SEC 801-111941

AUM

$420M

Regulatory assets under management

Employees

771 client accounts

Services offered by SQUAR MILNER FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SQUAR MILNER FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Paul Milner offer?

Stephen Paul Milner specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Paul Milner's credentials?

Stephen Paul Milner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Paul Milner located?

Stephen Paul Milner is based in IRVINE, California, last registered with SQUAR MILNER FINANCIAL SERVICES, LLC.

How does Stephen Paul Milner charge for services?

Stephen Paul Milner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SQUAR MILNER FINANCIAL SERVICES, LLC?

SQUAR MILNER FINANCIAL SERVICES, LLC has approximately 11 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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