Steven A. Milwich
Professional summary
Steven A Milwich, who also goes by Steven Andrew Milwich, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Levittown, New York.
Steven is registered as a RR (Registered Representative) and started their career in finance in 1982. Steven has worked at 13 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven A Milwich's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2018 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 3601 Hempstead Tpke Ste 203, Levittown, NY 11756-1331May 17, 2017 - January 25, 2018
NYLIFE SECURITIES LLC
February 3, 2015 - December 1, 2016
EQUITY SERVICES, INC.
November 2, 2011 - September 26, 2014
HORNOR, TOWNSEND & KENT, LLC
May 24, 2011 - November 21, 2011
AMERITAS INVESTMENT COMPANY, LLC
July 10, 2007 - June 22, 2009
MML INVESTORS SERVICES, LLC
August 21, 2006 - July 9, 2007
PARK AVENUE SECURITIES LLC
May 19, 2005 - August 8, 2006
FORESTERS EQUITY SERVICES, INC.
January 31, 2003 - February 8, 2005
1717 CAPITAL MANAGEMENT COMPANY
June 4, 2002 - March 13, 2003
EQUITY SERVICES, INC.
October 11, 2000 - May 17, 2002
PRINCIPAL SECURITIES, INC.
March 20, 2000 - August 9, 2000
METROPOLITAN LIFE INSURANCE COMPANY
March 20, 2000 - August 9, 2000
MSI FINANCIAL SERVICES, INC.
April 6, 1999 - February 29, 2000
SIGNATOR INVESTORS, INC.
March 4, 1998 - May 6, 1999
NYLIFE SECURITIES LLC
September 1, 1982 - October 20, 1997
METROPOLITAN LIFE INSURANCE COMPANY
September 1, 1982 - October 20, 1997
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2025)
(1/31/2018)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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