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Cortney B Milner

VEERY CAPITAL, LLC·WILMINGTON, Delaware
SIE, Series 7, Series 24, Series 66Clean record14 years registeredVEERY CAPITAL, LLC
112 S FRENCH ST, WILMINGTON, DE 19801CRD# 5420374Firm CRD# 298465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cortney B Milner · WILMINGTON, DE
Registration
CRD #5420374 · VEERY CAPITAL, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

VEERY CAPITAL, LLC
Oct 2018 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mar 2014 – Oct 2018
WILMINGTON, DE
SECURIAN FINANCIAL SERVICES, INC.
Mar 2012 – Oct 2012
WEST CHESTER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 6, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VEERY CAPITAL, LLC
CRD 298465 · SEC 801-114003
AUM
$739M
Regulatory assets under management
Employees
12
789 client accounts
Services offered by VEERY CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VEERY CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cortney B Milner offer?
Cortney B Milner specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Cortney B Milner's credentials?
Cortney B Milner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cortney B Milner located?
Cortney B Milner is based in WILMINGTON, Delaware, working with VEERY CAPITAL, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Cortney B Milner charge for services?
Cortney B 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 VEERY CAPITAL, LLC?
VEERY CAPITAL, LLC has approximately 12 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VEERY CAPITAL, LLC

Matthew James Macneal
WILMINGTON, DE
CFP
David Christopher Benfer
WILMINGTON, DE
CFP
Kathleen Simolike
WILMINGTON, DE
CFP

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