Theresa Milana
Investment adviser representative at Mma Securities LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mma Securities LLCJun 2026 to now
- Marsh Mclennan AgencyMar 2025 to now
- Merchant MonitorsSep 2024 to Feb 2025
- Stifel, Nicolaus & Company, IncorporatedOct 2022 to Sep 2024
- Man Cave Health, Inc.Jun 2020 to Dec 2022
- Acumen Solutions GroupJun 2019 to Aug 2022
- StudentAug 2012 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 yearsIn 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
- 7656401
- Firm CRD
- 44254