Milton Cooley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → Present
  Tax On Wheels, Llc
  Irmo, SC
• 09/2000 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) TAX ON WHEELS, LLC; NOT INV REL; IRMO, SC; TAX CONSULTING AND RETURN PREPARATION FIRM; OWNER; START DATE OF 01/1991; 40 HRS/WK DURING TRADING HOURS: 2) MEDICAL INSURANCE; LICENSED AGENT; START DATE IS 05/05/04; 3 HRS/WK; FIRM IS NOT A RIA NOR DOES IT OFFER FINANCIAL SERVICES: 3) GOOGLE ADVERTISING FOR NON-INVESTMENT RELATED WEBSITES; IRMO, SC; OWNER OF WEBSITES; START DATE OF 06/2010; 0 HRS/WK: 4) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 122 FINLEY RD, BELTON, SC 29627; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD; 5) NAME OF OTHER BUSINESS: ROSCOE COOLEY FARM; INVESTMENT RELATED: NO; ADDRESS: 122 FINLEY RD, BELTON, SC 29627; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FARM INHERITED LAND AND SELL CROPS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-03
• S63 Uniform Securities Agent State Law Examination
  2001-01-06

Other Names

• Milton R Cooley