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Drew Milstein

Susquehanna Financial Group, Lllp

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About Drew Milstein

Drew Milstein is a financial professional with over 20 years of experience in the industry. Drew is currently registered with Susquehanna Financial Group, Lllp, and previously worked with RIVER CROSS SECURITIES, LP and SUSQUEHANNA BROKERAGE, L.P.. Drew holds the Series 24, General Securities Principal Examination, and the SIE, Securities Industry Essentials Examination. Drew is registered in Florida, Maryland, and New Jersey.

Firm Information

Drew Milstein is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Drew Milstein’s Registration & Firm History

PA

09/15/1999 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

PA

03/06/2007 - 02/21/2008

RIVER CROSS SECURITIES, LP (BALA CYNWYD PA)

NY

01/17/2001 - 04/17/2001

SUSQUEHANNA BROKERAGE, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Drew Milstein.
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