Robert
Milnes

Advisory Services Network

CRD#5360935
Investment Advisor
in North Wales, PA

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About this Advisor

Robert Milnes is a financial advisor who works out of North Wales, Pennsylvania, who has 4 years of industry experience. Milnes currently works for Advisory Services Network. Their career trajectory has included roles at Dewitt Capital Management and Advisory Services Network, LLC. Milnes maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Pennsylvania. Advisory Services Network is an advisory business based in Atlanta, GA. The company has offices in 84 locations and a total of 212 financial advisors. It administers $6 billion in assets under management between its 22,847 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 21 charitable organizations. Of its 22,847 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. Advisory Services Network offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. However, fees billed by Advisory Services Network can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1501 Lower State Rd. Ste 302
North Wales, PA 19454

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

PA Average: $3,570,121,308
Total Number of Employees

212

PA Average: 58
Total Number of Accounts

22,847

PA Average: 1,608
Average Account Size

$252,653

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Milnes Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Advisory Services Network, LLC

2011 - 2019 (8 years)

Dewitt Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Milnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Terry Layson
Atlanta, GA
Andrew Schorr
Atlanta, GA
Adam Gross
Houston, TX
Scott Perrone
Orlando, FL
Kenneth Cordella
Atlanta, GA
Amy David
Atlanta, GA
Shannon Van Holstyn
Eagle River, AK
Catherine Zieman
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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