Mark John Milano

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

• 01/1994 → 01/2020
  Milano Financial
  Oakland, NJ
• 07/2018 → 11/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2018 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2018 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2020 → Present
  Milano Financial Services
  Oakland, NJ

Other Businesses

1) NAME OF OTHER BUSINESS: MILANO FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: OWNER/ACCOUNTANT; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TAX PREPARATION, TAX CONSULTIN AND TAX RESEARCH;

Exams

• S66 Uniform Combined State Law Examination
  2018-11-07