Claim Profile
SR

Samantha Lynn Robson

MILNE LLC·FORT MYERS, Florida
Unclaimed Profile
1520 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919CRD# 5737849Firm CRD# 132313
01

About

Samantha Lynn Robson is a registered financial advisor based in FORT MYERS, Florida, affiliated with MILNE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MILNE LLC
JKMILNE ASSET MANAGEMENT
AUM
$705M
Regulatory assets under management
Employees
5
Total firm employees
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5737849
Firm CRD# 132313
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Samantha Lynn Robson offer?
Samantha Lynn Robson specializes in Wealth Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.
What are Samantha Lynn Robson's credentials?
Samantha Lynn Robson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samantha Lynn Robson located?
Samantha Lynn Robson is based in FORT MYERS, Florida, working with MILNE LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Samantha Lynn Robson charge for services?
Samantha Lynn Robson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILNE LLC?
MILNE LLC has approximately 5 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty