Nina Milligan has been an investment adviser representative at Zenith Solutions since January 2026, and is not listed among the firm’s executive officers or direct owners. Nina Milligan holds a Bachelor's Degree in Religion & Politics and Africana Studies from Lafayette College.
Zenith Solutions, Inc. is a Philadelphia, PA firm with $151M under management, 325 clients and 9 advisers in one office, as of its September 2026 filing.
Nina Milligan is an Associate Advisor of Zenith Wealth Partners. She joins Zenith as an Associate Investment Advisor, assisting institutional partners, nonprofits and foundations in aligning their capital with their values. Before joining Zenith, she was an equity trader at Edward Jones, helping clients reach their financial goals through portfolio construction, trade execution, operations and compliance.
Nina Milligan’s longest registration was 4 years at Edward Jones (2020–2025). Before joining Zenith Solutions in 2026, Nina Milligan was registered through Edward Jones.
- Zenith Wealth PartnersCurrent– present · under a yearChicago, IL · Adviser representative · Firm CRD 304732
- Edward Jones– · 4 yearsNorthridge, CA · Adviser representative · Firm CRD 250
Professional designations
Listed by Zenith Solutions
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nina Milligan is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- IllinoisSince 15 January 2026
- PennsylvaniaSince 15 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 8 October 2021 |
| Series 57TO | Securities Trader Exam | 20 May 2021 |
| Series 66 | Uniform Combined State Law Examination | 18 September 2020 |
| Series 7TO | General Securities Representative Examination | 20 August 2020 |
| SIE | Securities Industry Essentials Examination | 14 July 2020 |
- Name
- General Securities Principal Examination
- Name
- Securities Trader Exam
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nina C Milligan
- CRD
- 7128425
- Firm
- Zenith Solutions · CRD 304732
- Office
- Chicago, IL
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenithwealth.partners
Where does Nina Milligan work?
Nina Milligan is an investment adviser representative registered through Zenith Solutions, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nina Milligan a financial advisor?
Yes. Nina Milligan has a current investment-adviser registration in Illinois and Pennsylvania, through Zenith Solutions since January 2026.
How many years of experience does Nina Milligan have?
Nina Milligan has 5 years in the financial industry, since December 2020, across 2 adviser firms.
What exams has Nina Milligan passed?
Nina Milligan has passed 5 licensing exams: the SIE, Series 7TO, Series 66, Series 57TO and Series 24. The earliest, the SIE, was passed in July 2020.
Where did Nina Milligan work before Zenith Solutions?
Before Zenith Solutions, Nina Milligan was registered through Edward Jones, September 2020 to September 2025.
Where is Nina Milligan based?
Nina Milligan’s registered office is in Chicago, IL.
Is Nina Milligan registered with FINRA?
No. Nina Milligan has no current broker registration.
Is Nina Milligan a CFP?
Zenith Solutions lists Nina Milligan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nina Milligan’s record?
Search CRD 7128425 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nina Milligan’s full registration record.
