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Milton Cooley

25 Years of Experience
Irmo, SC
BrokerSells Insurance

Milton Cooley is a registered investment advisor at Cetera Investment Advisers LLC, based in Irmo, SC, with 25 years of industry experience. Milton 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

29 Olde Stream Ct., Irmo, SC, 29063

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Milton owns a tax consulting firm, manages Google advertising for non-investment websites, and owns rental properties and a farm. He also works as a licensed medical insurance agent, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2020 - Present · 6 yrs 4 mos
Cetera Financial Specialists LLCBroker
January 2001 - Present · 25 yrs 4 mos
State Registrations6 states
CAFLGANCSCVA
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.
Milton Cooley - Financial Advisor | TrueAdvisor