Ronald Robert Milone
Investment Adviser Representative at HERITAGE CAPITAL, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ronald Robert Milone has worked in the securities industry since 2000. They have passed the Series 66 and 6 examinations. They are registered to provide investment advisory services in Connecticut.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 2.00% |
| Over $1,000,000 | — |
Firm-stated minimum; may be waived at the firm's discretion.
Heritage Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at HERITAGE CAPITAL, LLC
2 other advisors in the directory
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