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Michael Milillo
18 Years of Experience
East Rockaway, NY
3 DisclosuresBrokerSells Insurance
Michael Milillo is a registered investment advisor, based in East Rockaway, NY, with 18 years of industry experience.
Location
East Rockaway, NY
Get directionsHistory
Regulatory History (3)
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Customer Dispute
December 2015Withdrawn
Customer Dispute
March 2012Settled
Customer Dispute
December 2008Denied
Other Business ActivitiesSells Insurance
Michael is an insurance agent with Avantax Insurance Agency/Services, dedicating a few hours per week to meeting with clients and providing insurance solutions. He also serves as the Chief Executive Officer of Milillo Capital Management Inc, where he provides various financial planning services, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 2023 - September 2025 · 1 yr 10 mos
Avantax Investment Services, INC.Broker
November 2023 - September 2025 · 1 yr 10 mos
Osaic Wealth, INC.
July 2021 - November 2023 · 2 yrs 4 mos
Osaic Wealth, INC.Broker
July 2021 - November 2023 · 2 yrs 4 mos
MML Investors Services, LLC
March 2017 - July 2021 · 4 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - July 2021 · 4 yrs 4 mos
Msi Financial Services, INC.
February 2016 - March 2017 · 1 yr 1 mo
Msi Financial Services, INC.Broker
February 2016 - March 2017 · 1 yr 1 mo
Woodstock Financial Group, INC.
February 2011 - February 2016 · 5 yrs
Woodstock Financial Group, INC.Broker
February 2011 - February 2016 · 5 yrs
First Midwest Securities, INC.Broker
October 2008 - February 2011 · 2 yrs 4 mos
Fmsi Advisers
October 2008 - February 2011 · 2 yrs 4 mos
J.P. Turner & Company, L.L.C.Broker
June 2008 - October 2008 · 4 mos
J P Turner & Company Capital Management, LLC
June 2008 - October 2008 · 4 mos
J.P. Turner & Company, L.L.C.Broker
November 2005 - July 2006 · 8 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.