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Milena Barbara Nilsen

HALPERN FINANCIAL, INC.·ASHBURN, Virginia
Clean recordHALPERN FINANCIAL, INC.
20365 EXCHANGE STREET, ASHBURN, VA 20147CRD# 5869542Firm CRD# 108822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Milena Barbara Nilsen · ASHBURN, VA
Registration
CRD #5869542 · HALPERN FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Milena Barbara Nilsen is a registered financial advisor based in ASHBURN, Virginia, affiliated with HALPERN FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HALPERN FINANCIAL, INC.
HALPERN FINANCIAL, INC.
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HALPERN FINANCIAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5869542
Firm CRD# 108822
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Milena Barbara Nilsen offer?
Milena Barbara Nilsen specializes in Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Milena Barbara Nilsen's credentials?
Milena Barbara Nilsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Milena Barbara Nilsen located?
Milena Barbara Nilsen is based in ASHBURN, Virginia, working with HALPERN FINANCIAL, INC.. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Milena Barbara Nilsen charge for services?
Milena Barbara Nilsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALPERN FINANCIAL, INC.?
HALPERN FINANCIAL, INC. has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HALPERN FINANCIAL, INC.

Melissa Guevara Sotudeh
ASHBURN, VA
Ted Stephen Halpern
ASHBURN, VA

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