Katarina Milosevic

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 10/2024 → 04/2026
  Equitable Advisors, Llc
  New York, NY
• 05/2024 → 09/2024
  Unemployed
  Norridge, IL
• 08/2020 → 05/2024
  University Of Illinois Urbana-Champaign
  Urbana-Champaign, IL
• 12/2022 → 01/2023
  America's Choice Insurance
  Des Plaines, IL
• 05/2020 → 09/2020
  Dunkin'
  Park Ridge, IL
• 08/2016 → 05/2020
  Ridgewood High School
  Norridge, IL
• 04/2026 → Present
  Raymond James & Associates, Inc
  Oakbrook Terrace, IL

Previous Registrations

• 2025-05-13 → 2026-05-04
  Equitable Advisors, Llc
  Norridge, IL
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09