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Mark Milano

11 Years of Experience
Oakland, NJ
Broker

Mark Milano is a registered investment advisor at Cetera Investment Advisers LLC, based in Oakland, NJ, with 11 years of industry experience. Mark 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

410 Ramapo Valley Road, 3rd Floor, Oakland, NJ, 07436

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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 Activities

Mark owns Milano Financial Services, an accounting firm, since 2020. He works as an accountant, preparing taxes and providing tax consulting and research, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2018 - Present · 7 yrs 6 mos
Cetera Financial Specialists LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Genworth Financial Securities CorporationBroker
October 2005 - December 2008 · 3 yrs 2 mos
C. J. M. Planning CORP.Broker
March 2005 - October 2005 · 7 mos
State Registrations14 states
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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.
Mark Milano - Financial Advisor | TrueAdvisor