Michael Vincent Milillo
Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
17 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Milillo Capital Management Inc.Feb 2009 to now
- Avantax Advisory ServicesNov 2023 to Sep 2025
- Avantax Insurance Agency, LLCNov 2023 to Sep 2025
- Avantax Investment Services Inc.Nov 2023 to Sep 2025
- Osaic Wealth, Inc.Jul 2021 to Nov 2023
- Royal AllianceJul 2021 to Nov 2023
- Mass Mutual Life Insurance CompanyMar 2017 to Jul 2021
- MML Investors Services, LLCMar 2017 to Jul 2021
- Metlife SecuritiesFeb 2016 to Mar 2017
- Msi Financial Services, Inc.Feb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4990056
- Firm CRD
- 105644