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Edwin Milner

Advisor at Comprehensive Wealth Services, LLC

Updated today

Location

Morristown, NJ 07960

Credentials

Series 63, Series 65

Industry experience

27 years

About

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.

Client services

Based on Comprehensive Wealth Services, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Comprehensive Wealth Services, LLC

Passive / index investing

Occupation focus

Based on Comprehensive Wealth Services, LLC

Founder/Business Owner

Fee options

Fixed

Fixed annual fees for portfolio management services based on complexity and volume of services

Percentage

$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%

Commissions

Some affiliated persons receive commissions for brokerage and insurance products separately; clients are not obligated to use these services

Other

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

Location

55 Madison Avenue, Suite 400

Morristown, NJ 07960

Most active in

Florida · Louisiana · New Jersey · New York · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

Itani Wealth Management

Abraham Itani is the principal advisor at Itani Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise and HD Vest Investment Services. In addition to his advisory role, he operates Itani Accounting and Tax LLC, a tax preparation and accounting business he founded in 2001. Itani Wealth Management provides portfolio management services primarily to individual and high-net-worth clients, managing accounts mostly on a non-discretionary basis. The firm constructs portfolios mainly from ETFs and mutual funds using Modern Portfolio Theory and utilizes sub-advisors on its custodian platform.

Wealth management Passive / index investing
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David S

Series 63, Series 65

Springfield, NJ

Purple Dog Investments LLC

David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at Cetera Advisors LLC and Cetera Investment Advisers LLC and is also the owner of Zebulon Tax Advisory LLC, where he provides tax preparation services. In addition, Steiner serves as an adjunct professor at Union County College and holds licenses as a fixed insurance agent, offering life, health, disability, annuities, and long-term care insurance. Purple Dog Investments provides investment advisory and consulting services primarily to individual and high-net-worth clients, utilizing model portfolios on the Charles Schwab platform with a focus on mutual funds and exchange-traded funds. The firm employs discretionary management through predefined model allocations tailored to client objectives and risk tolerances and integrates financial and tax planning alongside investment management.

General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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