Edwin Milner
Advisor at Comprehensive Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Comprehensive Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Morristown, NJ 07960
Credentials
Series 63, Series 65
Industry experience
27 years
Edwin Milner is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Signature Securities Group Corp./Signature Bank and Cadaret, Grant & Co., Inc. Milner also provides limited services through Comprehensive Wealth Services, a separate registered investment advisor firm, as part of a transition of assets to LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with additional non-advisory financial products.
Based on Comprehensive Wealth Services, LLC
Fixed annual fees for portfolio management services based on complexity and volume of services
$0 - $250,000: 0.90% $250,000 - $500,000: 0.85% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,500,000: 0.60% $2,500,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.30% $10,000,000+: 0.20%
Some affiliated persons receive commissions for brokerage and insurance products separately; clients are not obligated to use these services
Minimum fee: Fixed annual fee based on complexity and volume of services, discussed and agreed upon before services are performed Fee-only: Advisory fees based on percentage of AUM or fixed fees; no commissions accepted by the firm for advisory services
55 Madison Avenue, Suite 400
Morristown, NJ 07960
Florida · Louisiana · New Jersey · New York · Texas
LPL Financial
2025 - Present (1 year)
Generational Wealth Services dba Comprehensive Wealth Services
2025 - Present (1 year)
Cadaret, Grant & Co., Inc. dba American Investment Planners
2023 - 2025 (2 years)
Signature Securities Group Corp./Signature Bank
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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