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Michael James Milani

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida
SIE, Series 7, Series 7TO, Series 24, Series 57TO, Series 63, Series 65, Series 99TOClean record5 years registeredMONDEUM WEALTH ADVISORS, LLC
999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 3112957Firm CRD# 309588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Milani · MIAMI, FL
Registration
CRD #3112957 · MONDEUM WEALTH ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MONDEUM WEALTH ADVISORS, LLC
MONDEUM WEALTH
Aug 2021 – Sep 2022
MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 57TO
Series 63
Series 65
Series 99TO
Registration record
First registered · August 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONDEUM WEALTH ADVISORS, LLC
CRD 309588 · SEC 801-119245
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by MONDEUM WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONDEUM WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Michael James Milani offer?
Michael James Milani specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Michael James Milani's credentials?
Michael James Milani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Milani located?
Michael James Milani is based in MIAMI, Florida, last registered with MONDEUM WEALTH ADVISORS, LLC.
How does Michael James Milani charge for services?
Michael James Milani's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONDEUM WEALTH ADVISORS, LLC?
MONDEUM WEALTH ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONDEUM WEALTH ADVISORS, LLC

Preston William Haxo
MIAMI, FL
John Chandler Clifford
MIAMI, FL
John Alfonso Mendez
MIAMI, FL

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