Michael Milbee is a CFP-designated registered investment advisor, based in Pawleys Island, SC, with 20 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11270 Ocean Highway Suite B, Pawleys Island, SC, 29585
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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 ActivitiesSells Insurance
Michael is involved with Associates of Clifton Park selling non-variable insurance, dedicating about 10-20% of his time. He also has two business entities, Michael Milbee, LLC and Milbee Properties, LLC, for tax/investment purposes, spending nearly full-time hours on Michael Milbee, LLC.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Oppenheimer & CO. INC.Broker
State Registrations14 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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