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Nemanja Miljkovic

13 Years of Experience
Oakbrook Terrace, IL
Broker

Nemanja Miljkovic is a registered investment advisor at Park Avenue Securities LLC, based in Oakbrook Terrace, IL, with 13 years of industry experience. Nemanja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

17 W220 22nd Street, Suite 410, Oakbrook Terrace, IL, 60181

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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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Employment History
Current Registrations
Park Avenue Securities LLCBroker
June 2021 - Present · 4 yrs 11 mos
Park Avenue Securities LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Allstate Financial Services, LLCBroker
July 2019 - March 2020 · 8 mos
Allstate Financial Advisors, LLC
July 2019 - March 2020 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - May 2018 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - May 2018 · 1 yr 5 mos
Morgan Stanley
April 2016 - January 2017 · 9 mos
Morgan StanleyBroker
February 2016 - January 2017 · 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2014 · 1 yr 3 mos
Chase Investment Services CORP.Broker
October 2008 - October 2012 · 4 yrs
Chase Investment Services CORP.Broker
July 2007 - September 2007 · 2 mos
State Registrations10 states
AZCACTFLILMDNVTNTXVA
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.