Gregory David Milewski

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 10/2014 → 06/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 10/2014 → 12/2023
  Usaa Financial Planning Services
  Tampa, FL
• 08/2005 → 06/2019
  Rental Property
  Lakewood, OH
• 02/2017 → 06/2020
  Casey's Plumbing, Inc.
  Bradenton, FL
• 01/2018 → 12/2023
  Usaa Investment Management Company
  Tampa, FL
• 12/2023 → Present
  Sound Income Strategies Llc.
  Fort Lauderdale, FL
• 02/2024 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2023 → Present
  Retirement Income Source Of Sarasota
  Sarasota, FL
• 04/2024 → Present
  Retirement Income Source Of Sw Florida
  Sarasota, FL
• 10/2025 → Present
  Southeastern University, Inc.
  Bradenton, FL

Previous Registrations

• 2018-01-08 → 2020-07-07
  Usaa Investment Services Company
  San Antonio, TX
• 2014-11-20 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL
• 2013-05-28 → 2014-11-06
  Morgan Stanley
  Tampa, FL
  South Jordan, UT

Other Businesses

1. Retirement Income Source of Sarasota. Client Service Advisor. Investment Related. At registered location. 12/2023 - Present. Assisting clients with onboarding and account service's needs. This encompasses approximately 35% of business hours. 2. Retirement Income Source of Sarasota. Fixed Insurance Sales. Investment Related. At registered location. 12/2023 - Present. Sales of Fixed Insurance, Fixed Annuities and Life Insurance. This encompasses approximately 20% of business hours. 3. Retirement Income Source of SW FLorida. Client Service Advisor. Investment Related. At registered location. 4/2024 - Present. Assisting clients with onboarding and account service's needs. This encompasses approximately 35% of business hours. 4. Retirement Income Source of SW Florida. Fixed Insurance Sales. Investment Related. At registered location. 4/2024 - Present. Sales of Fixed Insurance, Fixed Annuities and Life Insurance. This encompasses approximately 10% of business hours. 5. Retirement Income Source- DBA. Investment Related. At registered location. 12/2023 - Present. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This does not encompass any business hours. 6. Southeastern University, Inc. - Adjunct Professor. Non-Investment Related. 15800 FL-64, Bradenton, FL 34211. 10/2025 - Present. Teach classes at Bayside College. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-21

Designations

• Certified Financial Planner

Other Names

• Greg Milewski
• Gregory D. Milewski