KM
Kerry S. Milligan
CETERA INVESTMENT ADVISERS LLC
Gulfport, MS 39503
Some features on this profile are disabled
CRD#: 4229462
KM
Professional summary
Kerry Scott Milligan, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Gulfport, Mississippi and CETERA WEALTH SERVICES, LLC located in Gulfport, Mississippi.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kerry has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 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.
1) The Strojny Corporation 12342 Ashley Dr Gulfport MS 39531 Accounting Services/Tax Preparation Employee 1/1/2000 20hrs~4hrs Accounting and Tax 2) The Strojny Corporation 2598 Pass Rd Biloxi MS 39531 Accounting Services/Tax Preparation Employee 1/1/2000 20hrs~0hrs Tax 3) Kerry Milligan 2598 Pass Rd Biloxi MS 39531~Rental Property~Owner~6/1/2006~0hrs~0hrs~I am a part owner of a commercial building in Mobile, AL and collect rents from the building. 4) Strojny & Milligan LLC~'NIR'~2598 Pass Rd Biloxi MS 39531 Rental Property Owner 11/1/2009 0hrs~0hrs None 5) SFS OF SOUTH MS, LLC POSITION: Owner NATURE: tax and accounting advice and preparation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 1518 Bienville, Ocean Springs MS 39564, United States DESCRIPTION: I am an owner responsible for the financial management of the entity and I monitor the bills and manage and train employees. 6) SFS OF BILOXI LLC POSITION: Owner NATURE: Tax and accounting advice and preparation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 2598A Pass Road, Biloxi MS 39531, United States DESCRIPTION: I am an owner responsible for the financial management of the entity and I monitor the bills and manage and train employees. 7) SFS OF GULFPORT LLC POSITION: Owner NATURE: Tax and accounting advice and preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 12342 Ashley Drive, Suite A, Gulfport MS 39503, United States DESCRIPTION: I am an owner responsible for the financial management of the entity and I monitor the bills and manage and train employees. 8) DBA STROJNY FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Disclosing DBA Name INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2021 2598 Pass Road, Suite F, Biloxi MS 39531, Disclosing DBA Name
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Scott Milligan'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: 2005
Experience
Current
July 22, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12342 Ashley Dr. Ste A, Gulfport, MS 39503RIA
CRD#: 105644
Gulfport, MS
Current
July 22, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 12342 Ashley Dr. Ste A, Gulfport, MS 39503Office #2: 2598 Pass Road Suite F, Biloxi, MS 39531Office #3: 12342 Ashley Dr. Ste A, Gulfport, MS 39503BD
CRD#: 13572
GULFPORT, MS
Past
February 10, 2001 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
GULFPORT, MS
Past
August 7, 2000 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GULFPORT, MS
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
Alabama(7/22/2025)
RR
California(7/22/2025)
RR
Florida(7/22/2025)
RR
Georgia(7/22/2025)
RR
Indiana(9/18/2025)
RR
Louisiana(7/22/2025)
RR
Maryland(7/22/2025)
RR
Minnesota(7/22/2025)
RR
Mississippi(7/22/2025)
IAR
Mississippi(7/22/2025)
RR
Missouri(7/22/2025)
RR
North Carolina(9/9/2025)
RR
Pennsylvania(9/8/2025)
RR
South Carolina(7/22/2025)
RR
Tennessee(7/22/2025)
RR
Texas(7/22/2025)
IAR
Texas(7/22/2025)
RR
Virginia(9/8/2025)
RR
Washington(7/22/2025)
RR
Wyoming(7/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
