Catherine M. Milano

WEALTH WATCH ADVISORS,

Mission Viejo, CA

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CRD#: 3003075

Professional summary

Catherine Mae Milano, who also goes by Catherine Mae Andrews, Catherine A Milano, Catherine Andrews Milano, Catherine A Reece, Catherine Mae Reece, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Mission Viejo, California.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Catherine has worked at 18 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Catherine Mae Andrews | Catherine A Milano | Catherine Andrews Milano | Catherine A Reece | Catherine Mae Reece

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) ADVISORS IGNITE USA; YES INVESTMENT RELATED; 27825 EMERALD MISSION VIEJO, CA 92691; ANNUITY AND LIFE INSURANCE PRODUCTS; INSURANCE AGENT; 06/2023; 100HRS/MO DEVOTED; 60HRS/MO DEVOTED DURING SECURITIES TRADING HOURS; SELLING ALL TYPES OF ANNUITIES AND LIFE INSURANCE. 2) ST KILIAN CATHOLIC CHURCH; NON INVESTMENT RELATED; 26872 ESTANCIERO DRIVE MISSION VIEJO, CA 92691; VOLUNTEERING; VOLUNTEER; 01/2023; 4HRS/MO DEVOTED; 0HRS/MO DEVOTED DURING SECURITIES TRADING HOURS; VOLUNTEER TIME TO WORK AT FUNCTIONS TO RAISE MONEY FOR THE CHURCH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Mae Milano'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 25, 2025 - Present

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Mission Viejo, CA

Past

February 20, 2024 - October 10, 2024

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Mission Viejo, CA

Past

July 18, 2017 - March 2, 2023

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

MISSION VIEJO, CA

Past

April 22, 2016 - December 31, 2016

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

Plantation, FL

Past

March 31, 2016 - December 31, 2016

KOVACK SECURITIES INC.

CRD#: 44848

Plantation, FL

Past

December 18, 2013 - March 31, 2016

NFSG CORPORATION

RIA

CRD#: 130814

PLANTATION, FL

Past

October 8, 2013 - March 31, 2016

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

Past

January 31, 2013 - July 2, 2013

CBG WEALTH MANAGEMENT

RIA

CRD#: 162603

BOCA RATON, FL

Past

November 12, 2012 - October 15, 2013

IAA FINANCIAL LLC

CRD#: 6578

WEST PALM BEACH, FL

Past

May 5, 2010 - September 21, 2012

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

BOCA RATON, FL

Past

March 30, 2010 - September 21, 2012

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

BOCA RATON, FL

Past

July 1, 2009 - March 31, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

DEERFIELD BEACH, FL

Past

June 17, 2009 - March 31, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

DEERFIELD BEACH, FL

Past

May 29, 2007 - June 23, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PLANTATION, FL

Past

May 29, 2007 - June 23, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PLANTATION, FL

Past

August 30, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

FORT LAUDERDALE, FL

Past

June 30, 2004 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

FORT LAUDERDALE, FL

Past

September 19, 2003 - May 13, 2004

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

March 26, 2001 - August 15, 2003

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

February 5, 1999 - March 16, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 16, 1998 - November 24, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 16, 1998 - November 24, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 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.

Highlighted states indicate IAR registrations

IAR

California
(9/25/2025)

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 66

Date: 8/24/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1998

General Securities Representative Examination

Current Firm

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

S Valley Hwy 8310, Englewood, CO 80112

Mailing Address

Phone number

(855) 822-3708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,556
AUM (Assets Under Management)	$ 473,650,570

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

Catherine M. Milano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Mae Milano's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

IAMS WEALTH MANAGEMENT, LLC

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

NFSG CORPORATION

NEWBRIDGE SECURITIES CORPORATION

CBG WEALTH MANAGEMENT

IAA FINANCIAL LLC

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

ESSEX NATIONAL SECURITIES, LLC

TRUIST INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2005

Series 63

Date: 2/3/1998

SIE

Date: 12/31/2016

Series 7

Date: 9/15/1998

Current Firm

WEALTH WATCH ADVISORS, INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH WATCH ADVISORS, INC

TRUST BUT VERIFY

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