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Michael Milne

2 Years of Experience
Charlotte, NC
Broker

Michael Milne is a registered investment advisor, based in Charlotte, NC, with 2 years of industry experience.

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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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

Michael works as a financial professional for Financial Directions Group, spending full-time hours. He also works as a driver for Instacart and Uber, dedicating a few hours per week to each, and coaches baseball for the Miracle League of the Triangle, spending minimal time.

Employment History
Current Registrations
Vanguard Marketing Corporation
October 2025 - Present · 7 mos
Vanguard Advisers, INC.
October 2025 - Present · 7 mos
Vanguard Marketing CorporationBroker
October 2025 - Present · 7 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - August 2025 · 1 yr 5 mos
Cetera Advisors LLCBroker
March 2024 - August 2025 · 1 yr 5 mos
Fidelity Personal and Workplace Advisors
June 2023 - April 2024 · 10 mos
Fidelity Brokerage Services LLCBroker
May 2023 - April 2024 · 11 mos
State Registrations2 states
NCTX
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.
Michael Milne - Financial Advisor | TrueAdvisor