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Todd Allan Milligan

PRIVATE ADVISORS LLC·RICHMOND, Virginia
SIE, Series 7, Series 63Clean recordPRIVATE ADVISORS LLC
RIVERFRONT PLAZA WEST, RICHMOND, VA 23219CRD# 4684290Firm CRD# 109247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Allan Milligan · RICHMOND, VA
Registration
CRD #4684290 · PRIVATE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PRIVATE ADVISORS LLC
CRD 109247 · SEC 801-55696
AUM
$5.2B
Regulatory assets under management
Employees
69
45 client accounts
Services offered by PRIVATE ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at PRIVATE ADVISORS LLC →
Introduction

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04

Frequently Asked Questions

What services does Todd Allan Milligan offer?
Todd Allan Milligan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Todd Allan Milligan's credentials?
Todd Allan Milligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Allan Milligan located?
Todd Allan Milligan is based in RICHMOND, Virginia, working with PRIVATE ADVISORS LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Todd Allan Milligan charge for services?
Todd Allan Milligan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE ADVISORS LLC?
PRIVATE ADVISORS LLC has approximately 69 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE ADVISORS LLC

Samuel Spottswood Taliaferro
RICHMOND, VA
Bart Alan Shirley
RICHMOND, VA
James Joseph Shannon
RICHMOND, VA
Devan Joseph Marshall
RICHMOND, VA
Gordon Sellers Hargraves
RICHMOND, VA
Jeremy Daniel Kokemor
RICHMOND, VA
CFA

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Research
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