DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Milan K. Madhani
Feed of 09/15/2026
Also filed as Milan K Madhani
At current firm
6 y
since Jun 17, 2020
In the industry
25 y
since Mar 17, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Vanderbilt Advisory Services BD affiliated currentsince Jun 17, 2020 · Lombard, Il
- Avantax Advisory Services formerJul 25, 2013 to Jun 15, 2020 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Vanderbilt Advisory Servicesleft Jun 15, 2020, registered Jun 17, 2020 (2 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address