Who is Ira Millman (CRD#: 1008041)?Everything you need to know about Ira Millman and their accolades
Ira Millman founded The Millman, McGee & Ennis Group at Morgan Stanley, a nine-person wealth management group that, as of March 2021, provides advice to ultra-rich individuals and families on assets totaling more than $2 billion. His primary responsibilities include managing the team’s asset allocation algorithms, portfolio development, and manager assessment of both conventional and unconventional investment managers.
Over the course of his more than 35-year career, Ira has developed a team that strives for greatness by instilling a sense of trust in his customers, allowing them to spend fewer hours worrying about their daily money while still spending time doing the things that are most important to them and their families.
Ira received a highly regarded degree from Queens College. In addition to being recognized as a Certified Financial PlannerTM (CFP®) by the University of Chicago Booth Business School and a Certified Private Wealth Advisor (CPWA®) by the Wharton School of Business, he received these designations in 1993.
Ira continues to be very involved in his neighborhood. He belongs to the Financial Planning Association, the Morgan Stanley Portfolio Management Institute, the Investment Management Consulting Association, and the Certified Board of Standards and Practices for Certified Financial Planners.
In addition, he is a member of the National Investment Committee of the National Multiple Sclerosis (MS) Society, a National Ambassador for the Weizmann Institute of Science, and a member of the board of Dorot, an organization that provides services to the city of New York’s elderly and homebound.
About FIRM:History, achievements, leadership, lawsuits, & disputes
About Morgan Stanley Wealth Management:
Early Beginnings: Smith Barney & Co.
Banking and Lending
Insurance and Annuities
Philanthropy and Social Impact Investing
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Ira Millman Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Ira Millman
SEC Litigations & Forms
Ira Millman Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Ira Millman
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Ira Millman has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Ira Millman which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Theresa Gorin on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
Ira Millman Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Ira Millman
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Ira Millman using the websites down below:
Sonn Law Group
White Law Group
Israels & Neuman, PLC
You can contact the law firms mentioned above if facing issues with Ira Millman or any financial advisor.
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