Michael Milarski
Michael Milarski is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
525 William Penn Place, Ste. 3401, Pittsburgh, PA, 15219
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael provides investment advisory services through Kestra Advisory Services, LLC and is a Senior Advisor and Partner at Signature Financial Planning, dedicating full-time hours to these roles. He also participates in various investment vehicles and community activities, requiring minimal time commitment.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signature Select Wealth
NFP Advisor Services, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Allegheny Investments, LTD.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations19 states
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
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