John M. Mileszko

BETRO MILESZKO & COMPANY

Foxboro, MA 02035

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CRD#: 1632677

Professional summary

John Michael Mileszko is a registered financial advisor currently at BETRO MILESZKO & COMPANY located in Foxboro, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mileszko's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 26, 2007 - Present

BETRO MILESZKO & COMPANY

Office #1: 30 Mechanic Street, Foxboro, MA 02035

RIA

CRD#: 145184

Foxboro, MA

Past

January 21, 2001 - September 12, 2007

ADVISER INVESTMENTS

RIA

CRD#: 106668

NEWTON, MA

Past

June 15, 1992 - May 26, 2000

KOBREN INSIGHT BROKERAGE, INC

CRD#: 21298

WELLESLEY, MA

Past

April 7, 1987 - March 5, 1991

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

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".

BETRO MILESZKO & COMPANY

BETRO MILESZKO & COMPANY | BETRO MILESZKO & COMPANY, LLC

CRD#: 145184 / SEC#: 801-120782

RIA

Registered Investment Advisory firm - (4/12/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/30/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/26/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/3/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/12/1989

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BETRO MILESZKO & COMPANY

BETRO MILESZKO & COMPANY | BETRO MILESZKO & COMPANY, LLC

CRD#: 145184 / SEC#: 801-120782

RIA

Registered Investment Advisory firm - (4/12/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/30/2021 Terminated)

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Contact information

Main Address

30 Mechanic Street, Foxboro, MA 02035

Mailing Address

Phone number

(508) 698-4949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BETRO | MILESZKO & COMPANY ADV (3/27/2025)

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 133,256,318

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John M. Mileszko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mileszko's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISER INVESTMENTS

KOBREN INSIGHT BROKERAGE, INC

FUNDS DISTRIBUTOR, LLC

Primary Firm SEC Registration

BETRO MILESZKO & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/1993

Series 63

Date: 4/1/1987

Series 7

Date: 4/20/1994

Series 6

Date: 4/3/1987

Series 26

Date: 5/12/1989

Current Firm

BETRO MILESZKO & COMPANY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BETRO MILESZKO & COMPANY

TRUST BUT VERIFY

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