Michael Vincent Milillo

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-05
TX	RA	APPROVED_RES	2025-09-05

NY RA
APPROVED

Since 2025-09-05
TX RA
APPROVED_RES

Since 2025-09-05

Branch Locations

East Rockaway, NY • United States

1300 Veterans Memorial Hwy Suite 120, Hauppauge, NY 11788 • United States

888 Veterans Memorial Highway Suite 220, Hauppauge, NY 11788 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Metlife Securities	New York	NY	02/2016	03/2017
Mml Investors Services, Llc	New York	NY	03/2017	07/2021
Mass Mutual Life Insurance Company	New York	NY	03/2017	07/2021
Royal Alliance	Melville	NY	07/2021	11/2023
Osaic Wealth, Inc.	Hauppauge	NY	07/2021	11/2023
Msi Financial Services, Inc.	New York	NY	02/2016	03/2017
Milillo Capital Management Inc.	Hauppauge	NY	02/2009	Present
Avantax Investment Services Inc.	Hauppauge	NY	11/2023	09/2025
Avantax Advisory Services	Hauppauge	NY	11/2023	09/2025
Avantax Insurance Agency, Llc	Hauppauge	NY	11/2023	09/2025
Cetera Wealth Services, Llc	Hauppauge	NY	09/2025	Present
Cetera Investment Advisers Llc	Schaumburg	IL	09/2025	Present

02/2016 → 03/2017

Metlife Securities

New York, NY
03/2017 → 07/2021

Mml Investors Services, Llc

New York, NY
03/2017 → 07/2021

Mass Mutual Life Insurance Company

New York, NY
07/2021 → 11/2023

Royal Alliance

Melville, NY
07/2021 → 11/2023

Osaic Wealth, Inc.

Hauppauge, NY
02/2016 → 03/2017

Msi Financial Services, Inc.

New York, NY
02/2009 → Present

Milillo Capital Management Inc.

Hauppauge, NY
11/2023 → 09/2025

Avantax Investment Services Inc.

Hauppauge, NY
11/2023 → 09/2025

Avantax Advisory Services

Hauppauge, NY
11/2023 → 09/2025

Avantax Insurance Agency, Llc

Hauppauge, NY
09/2025 → Present

Cetera Wealth Services, Llc

Hauppauge, NY
09/2025 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2023-11-16 → 2025-09-05

Avantax Advisory Services

888 Veterans Memorial Highway, NY

Hauppauge, NY

Dallas, TX

East Rockaway, NY
2021-07-19 → 2023-11-20

Osaic Wealth, Inc.

Hauppauge, NY
2017-03-25 → 2021-07-20

Mml Investors Services, Llc

New York, NY

Syosset, NY

Woodbury, NY
2016-02-12 → 2017-03-25

Msi Financial Services, Inc.

New York, NY
2011-02-16 → 2016-02-19

Woodstock Financial Group, Inc.

Farmingdale, NY

New York, NY

Farmingdale, NY
2008-10-17 → 2011-02-23

First Midwest Securities, Inc.

Garden City, NY
2008-06-09 → 2008-10-17

J P Turner & Company Capital Management, Llc

Westybury, NY

Other Businesses

2) MILILLO CAPITAL MANAGEMENT INC POSITION: Chief Executive Officer NATURE: I provide investmentplanning, retirement planning, estate planning, college planning, tax planning, and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/03/2009 ADDRESS: 1300 VETERANS HIGHWAY, SUITE 120, HAUPPAUGE NY 11788, United States DESCRIPTION: I meet with clients, review investment performance, provide financial planning advice, asset management, and stock trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-02-16
S63	Uniform Securities Agent State Law Examination	2006-02-10

S65 Uniform Investment Adviser Law Examination

2007-02-16
S63 Uniform Securities Agent State Law Examination

2006-02-10

Other Names

Michael V Milillo
Michael Milillo

View on SEC IAPD