Matt John Milosevich
Investment adviser representative at Alphastar Capital Management
13 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Alphastar Capital ManagementFeb 2026 to now
- Hpy Financial SolutionsOct 2024 to now
- Advisory AlphaOct 2024 to Feb 2026
- Independent Wealth ManagementJan 2019 to Oct 2024
- Fidelity and Guaranty LifeJan 2016 to Jan 2019
- Financial Independence GroupMay 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4643033
- Firm CRD
- 157423