Unclaimed
Todd Michael Millman is a financial professional with over 27 years of experience in the financial services industry. Todd is currently registered with Butler Capital Partners. Previously, Todd was employed at various firms including Guggenheim Investor Services, LLC, Butler Capital Investments, LLC, J.P. Morgan Securities Inc., UBS Securities LLC, Gerard Klauer Mattison & Co., Inc., Wedbush Morgan Securities Inc. and Everen Securities, Inc. Todd holds several licenses including Series 7, 63, 24, 31, 65 and SIE. Todd has a strong background in investment banking, investment management and financial planning.
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.
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.
1
2
NY
10/22/2018 - Present
Butler Capital Partners (OLD WESTBURY NY)
IL
06/23/2011 - 12/14/2016
GUGGENHEIM INVESTOR SERVICES, LLC (CHICAGO IL)
NY
11/29/2007 - 05/03/2011
BUTLER CAPITAL INVESTMENTS, LLC (OLD WESTBURY NY)
IL
10/04/2005 - 07/27/2007
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
01/04/2001 - 08/26/2005
UBS SECURITIES LLC (NEW YORK NY)
NY
10/21/1997 - 12/08/2000
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
CA
09/12/1995 - 10/03/1997
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
MO
06/29/1992 - 08/24/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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