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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Scott Milani

Advisor at J.P. MORGAN SECURITIES LLC

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Search this name across graphsid dfx:ria:bb1c1ea9-b720-bf7d-815b-dd348d349e25

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2004 to Sep 18, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 29, 1998
First registration: Apr 2, 2004
Dual registered: yes, broker-dealer
Other names: SCOTT ALLEN MILANI|SCOTT A. MILANI|Scott A Milani
IAPD individual key: 3158479

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 15, 2026	n/a	yes	AURORA, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|AURORA, CO\|Aurora, CO\|CASTLE ROCK, CO\|CENTENNIAL, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|Castle Rock, CO\|Colorado Springs, CO\|Colorado Springs, CO\|DENVER, CO\|Denver , CO\|Denver, CO\|Denver, CO\|ENGLEWOOD, CO\|GREENWOOD VILLAGE, CO\|Lone Tree, CO\|PARKER, CO\|PARKER, CO\|Parker, CO	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jun 25, 2026	no	CENTENNIAL, CO\|CENTENNIAL, CO\|CENTENNIAL, CO\|LONE TREE, CO\|HIGHLANDS RANCH, CO\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 25, 2022	Mar 31, 2025	no	LONE TREE, CO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 3, 2014	Dec 31, 2020	no	OMAHA, NE\|ALTAMONTE SPRINGS, FL\|DRAPER, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 3, 2014	Jan 11, 2021	no	OMAHA, NE\|Winter Park, FL\|DRAPER, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 19, 2012	Dec 7, 2012	no	DRAPER, UT	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 25, 2006	Mar 25, 2010	no	CHARLOTTE, NC	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 2, 2004	Mar 25, 2010	no	COLUMBIA, SC\|Charlotte, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	J.P. MORGAN SECURITIES LLC	Jun 25, 2026	Jul 15, 2026	20	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TD AMERITRADE, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 11, 2021	Apr 25, 2022	469	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Jun 3, 2014	-2,403	Bulk transfer	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Dec 7, 2012	Jun 3, 2014	543	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Mar 25, 2010	Jan 19, 2012	665	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 25, 2010	Apr 25, 2006	-1,430	Channel change	Other

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jun 25, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 25, 2022 to Mar 31, 2025factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 3, 2014 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 3, 2014 to Dec 31, 2020factForm ADV

Dated events

Occurred
Jun 25, 2026
Advisor changed firm
Scott Milani left Strategic Advisers Llc for J.P. Morgan Securities Llc (registered 2026-07-15)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb1c1ea9-b720-bf7d-815b-dd348d349e25
First observed: Apr 2, 2004
Last observed: Sep 18, 2026 2 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Scott Milani

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb1c1ea9-b720-bf7d-815b-dd348d349e25

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.