MS
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Mylene Serrano-Kalinich

21 Years of Experience
Orlando, FL
Broker

Mylene Serrano-Kalinich is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 21 years of industry experience. Mylene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

111 North Orange St, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mylene is a wealth advisor and private banker for high net worth clients. She also owns 50% of Sawtelle Development LLC, which owns a small commercial building.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLC
May 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLCBroker
May 2019 - Present · 7 yrs 4 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - March 2019 · 1 yr 2 mos
Bb&t Securities, LLC
January 2018 - March 2019 · 1 yr 2 mos
Bb&t Investment Services, INC.
October 2014 - January 2018 · 3 yrs 3 mos
Bb&t Investment Services, INC.Broker
August 2014 - January 2018 · 3 yrs 5 mos
M&t Securities, INC.Broker
November 2003 - January 2014 · 10 yrs 2 mos
State Registrations2 states
ALFL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mylene Serrano-Kalinich - Financial Advisor | TrueAdvisor