Gregory David Milewski
Investment adviser representative at Sound Income Strategies, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
- Seminars and workshops
Experience
21 years in the industry.
- Southeastern University, Inc.Oct 2025 to now
- Retirement Income Source of Sw FloridaApr 2024 to now
- Sound Income Strategies LLC.Dec 2023 to now
- Retirement Income Source of SarasotaDec 2023 to now
- Purshe Kaplan Sterling InvestmentsFeb 2024 to Nov 2024
- USAA Investment Management CompanyJan 2018 to Dec 2023
- Casey's Plumbing, Inc.Feb 2017 to Jun 2020
- USAA Financial Planning ServicesOct 2014 to Dec 2023
- USAA Financial Advisors, Inc.Oct 2014 to Jun 2020
- Rental PropertyAug 2005 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 5834106
- Firm CRD
- 173272