PA
Philip J. Albitz
ALBITZ/MILOE AND ASSOCIATES
Torrance, CA 90505
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CRD#: 1036689
PA
Professional summary
Philip Joseph Albitz, CFP® is a registered financial advisor currently at ALBITZ/MILOE AND ASSOCIATES, INC. located in Torrance, California and CETERA INVESTMENT ADVISERS LLC located in Torrance, California.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Philip has worked at 5 firms and has passed the SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Retirement Income Management
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: ALBITZ/MILOE & ASSOCIATES, INC.,
INVESTMENT RELATED: YES,
ADDRESS: SAME AS REGISTERED LOCATION,
NATURE OF BUSINESS: ADVISORY BUSINESS,
START DATE: 1988,
APX NUMBER OF HOURS PER WEEK: 40,
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5,
BRIEF DESCRIPTION OF DUTIES: PRESIDENT FOR ALBITZ/MILOE & ASSOCIATES, INC. WHICH PROVIDES ASSET MANAGEMENT FOR CLIENTS;
2. SPORTS 4 MANKIND,
NOT INVESTMENT RELATED,
SAME AS REGISTERED ADDRESS,
CHARITABLE ORGANIZATION SENDS SPORTS EQUIPMENT THROUGHOUT THE WORLD,
START 02/2014,
<1HR/WK (NON-TRADING HOURS),
DIRECTOR, BOARD OF DIRECTORS;
CRS (Client Relationship Summary) - RIA
Click below to view Philip Joseph Albitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
March 10, 2004 - Present
ALBITZ/MILOE AND ASSOCIATES, INC.
Office #1: 23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505Office #2: 23133 Hawthorne Blvd, Torrance, CA 90505RIA
CRD#: 104777
Torrance, CA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 23133 Hawthorne Blvd Ste 305, Torrance, CA 90505RIA
CRD#: 105644
TORRANCE, CA
Current
April 10, 1989 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 23133 Hawthorne Blvd Ste 305, Torrance, CA 90505BD
CRD#: 13572
Torrance, CA
Past
July 8, 1997 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
TORRANCE, CA
Past
August 15, 1985 - April 10, 1989
AMERICAN PACIFIC SECURITIES CORPORATION
BD
CRD#: 5003
Past
March 30, 1982 - August 20, 1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
BD
CRD#: 32
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/10/1989)
IAR
California(3/10/2004)
RR
Florida(2/27/2008)
RR
Missouri(2/14/2013)
IAR
Washington(2/8/2019)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
