Francis Milo has been an investment adviser representative at Latitude Advisors since January 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Francis Milo’s longest registration is the current one, 16 years at GWN Securities Inc. since 2010. Before joining Latitude Advisors in 2010, Francis Milo was registered through Medallion Advisory Services, LLC and Prudential Financial Planning Services.
- GWN Securities Inc.Also current– present · 16 yearsSouth River, NJ · Adviser representative and broker · Firm CRD 128929
- Latitude Advisors, LLCCurrent– present · 16 yearsSouth River, NJ · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 2 yearsSouth River, NJ · Adviser representative · Firm CRD 113788
- Prudential Financial Planning Services– · 4 yearsEast Brunswick, NJ · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Francis Milo is registered as an investment adviser representative in New Jersey, since January 2010.
- New JerseySince 5 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Francis Gerard Milo
- CRD
- 2220773
- Firm
- Latitude Advisors · CRD 151001
- Office
- 183 HILLSIDE AVENUE, South River, NJ 08882
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Francis Milo work?
Francis Milo is an investment adviser representative registered through Latitude Advisors, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is Francis Milo a financial advisor?
Yes. Francis Milo has a current investment-adviser registration in New Jersey, through Latitude Advisors since January 2010.
How many years of experience does Francis Milo have?
Francis Milo has 33 years in the financial industry, since January 1993, across 4 adviser firms.
What exams has Francis Milo passed?
Francis Milo has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 1992. FINRA credited Francis Milo with the SIE, which began in October 2018.
Where did Francis Milo work before Latitude Advisors?
Before Latitude Advisors, Francis Milo was registered through Medallion Advisory Services, LLC, July 2007 to December 2009; Prudential Financial Planning Services, June 2002 to September 2006.
Where is Francis Milo based?
Francis Milo’s registered office is in South River, NJ.
Is Francis Milo registered with FINRA?
Yes. Francis Milo has a current broker registration, under CRD 2220773.
Source: FINRA BrokerCheck
How can I verify Francis Milo’s record?
Search CRD 2220773 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Francis Milo’s full registration record.