Unclaimed Profile

Philip Joseph Albitz

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

SIE, Series 7CFPClean record29 years registeredALBITZ/MILOE AND ASSOCIATES, INC.

23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA 90505CRD# 1036689Firm CRD# 104777

Profile Verification

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

Identity

Philip Joseph Albitz · TORRANCE, CA

Registration

CRD #1036689 · ALBITZ/MILOE AND ASSOCIATES, INC. · 29 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

ALBITZ/MILOE AND ASSOCIATES, INC.

Mar 2004 – present

CETERA ADVISOR NETWORKS LLC

Jul 1997 – Jun 2023

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

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 Philip

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

Not sure if Philip 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 Philip Joseph Albitz offer?

Philip Joseph Albitz specializes in Investment Management. Contact their office in TORRANCE, California for a consultation.

What are Philip Joseph Albitz's credentials?

Philip Joseph Albitz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Philip Joseph Albitz located?

Philip Joseph Albitz is based in TORRANCE, California, working with ALBITZ/MILOE AND ASSOCIATES, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Philip Joseph Albitz charge for services?

Philip Joseph Albitz'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 →