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Mario Milio

Shearman, Ralston Inc.

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About Mario Milio

Mario Milio is a registered representative with Shearman, Ralston Inc. in Greenwich, CT. Mario has been in the securities industry since December 16, 2021 and holds licenses for Series 63, Series 7TO, and SIE. Mario specializes in portfolio management for individuals and trusts, estates and charitable organizations.

Firm Information

Mario Milio is currently registered with Shearman, Ralston Inc.. Shearman, Ralston Inc. is a Corporation formed in 1976 and registered with the SEC and in 5 states. The firm provides investment advisory services to high-net-worth individuals, individuals other than high-net-worth, and trusts. They manage approximately $88 million in assets for 41 clients.

$88.04M

Assets Under Management

Not reported

Total Clients

4

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trusts, estates and charitable organizations

Trusts, estates and charitable organizations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Mario Milio’s Registration & Firm History

CT

12/17/2021 - Present

Shearman, Ralston Inc. (GREENWICH CT)

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Licenses & Designations

BC

Issued 04/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mario Milio.
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