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Matthew Nathan Milner
Matthew N Milner
CRD#: 6965541
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 2100 ROSS AVE
DALLAS, TX 75201
Registration History
2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Arkansas 11/4/2024

B
New Mexico 11/4/2024

B
California 12/10/2024

B
Oklahoma 11/4/2024

B
Colorado 11/4/2024

B
Texas 10/28/2024

B
Florida 11/4/2024

IA
Texas 10/28/2024

B
Louisiana 11/4/2024

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
2100 ROSS AVE, DALLAS, TX 75201
Registered with this firm since 10/28/2024

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
2100 ROSS AVE, DALLAS, TX 75201
Registered with this firm since 10/23/2024

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.