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Gregory Vincent Milano

FORTUNA INVESTORS LLC·PORT JEFFERSON, New York
Series 7, Series 24, Series 65Clean record12 years registeredFORTUNA INVESTORS LLC
464B MAIN STREET, PORT JEFFERSON, NY 11777CRD# 4860301Firm CRD# 170677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Vincent Milano · PORT JEFFERSON, NY
Registration
CRD #4860301 · FORTUNA INVESTORS LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FORTUNA INVESTORS LLC
FORTUNA INVESTORS LLC
May 2014 – Apr 2019
SETAUKET, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 65
Registration record
First registered · May 1, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTUNA INVESTORS LLC
CRD 170677 · SEC 801-79420
AUM
$14M
Regulatory assets under management
Employees
2
16 client accounts
Services offered by FORTUNA INVESTORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FORTUNA INVESTORS LLC →
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05

Frequently Asked Questions

What services does Gregory Vincent Milano offer?
Gregory Vincent Milano specializes in Investment Management.
What are Gregory Vincent Milano's credentials?
Gregory Vincent Milano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Vincent Milano located?
Gregory Vincent Milano is based in PORT JEFFERSON, New York, last registered with FORTUNA INVESTORS LLC.
How does Gregory Vincent Milano charge for services?
Gregory Vincent Milano's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTUNA INVESTORS LLC?
FORTUNA INVESTORS LLC has approximately 2 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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