Unclaimed Profile

Chris Miloe

ALBITZ/MILOE AND ASSOCIATES, INC.·TORRANCE, California

SIE, Series 1, Series 24, Series 63Clean record29 years registeredALBITZ/MILOE AND ASSOCIATES, INC.

23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA 90505CRD# 336130Firm CRD# 104777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chris Miloe · TORRANCE, CA

Registration

CRD #336130 · ALBITZ/MILOE AND ASSOCIATES, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALBITZ/MILOE AND ASSOCIATES, INC.

ALBITZ/MILOE AND ASSOCIATES, INC.

Mar 2004 – Dec 2020

TORRANCE, CA

CETERA ADVISOR NETWORKS LLC

Jul 1997 – Dec 2020

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALBITZ/MILOE AND ASSOCIATES, INC.

CRD 104777 · SEC 801-22365

AUM

$606M

Regulatory assets under management

Employees

1,212 client accounts

Services offered by ALBITZ/MILOE AND ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALBITZ/MILOE AND ASSOCIATES, INC. →

Introduction

Speak with Chris

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chris is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TORRANCE?

Browse all registered financial advisors in TORRANCE, California or claim this profile if it's yours.

Browse TORRANCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Chris Miloe offer?

Chris Miloe specializes in Investment Management.

What are Chris Miloe's credentials?

Chris Miloe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chris Miloe located?

Chris Miloe is based in TORRANCE, California, last registered with ALBITZ/MILOE AND ASSOCIATES, INC..

How does Chris Miloe charge for services?

Chris Miloe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALBITZ/MILOE AND ASSOCIATES, INC.?

ALBITZ/MILOE AND ASSOCIATES, INC. has approximately 5 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →