Dante Milanesi
Investment adviser representative at Mdt Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$294MFirm assets
Under 1 yearFirm in business
Are you Dante Milanesi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mdt Financial Advisors, LLCMay 2026 to now
- Wells Fargo Advisors Financial Network, LLCJun 2022 to May 2026
- Willis Johnson and AssociatesJan 2022 to Jun 2022
- Wells Fargo Advisors Financial Network, LLCJan 2018 to Jan 2022
- Full-time EducationJan 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mdt Financial Advisors, LLC
$294MAssets managed
331Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900151
- Firm CRD
- 340925