MM
Michael H. Milarski
KESTRA ADVISORY SERVICES
PITTSBURGH, PA 15219
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CRD#: 4417337
MM
Professional summary
Michael Henry Milarski, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
BN: Kestra Advisory Services, LLC Inv Rel: Y Addr: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services thru Kestra Advisory Services, LLC POSI: Investment Advisor Representative Start Date: 4/4/2016 Hrs per month: Up to 100% (0 to 160 hrs) Hrs per month during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory services BN: North Boroughs Rotary - Durable Medical Equipment Committee Inv Rel: No Addr: PO Box 44305 Pittsburgh PA 15205 NOB: Community/Charitable/Civic Volunteer (Non-Leadership Position) POSI: Committee member Start Date: 6/12/2020 Hrs per month: 0% - 10% (0 - 16 hrs) Hrs per month during trading hrs: 0% - 10% (0 - 14 hours) Duties: Work with fellow committee members to facilitate above-mentioned mission. Conduct committee meetings, gather equipment, and deliver equipment BN: Signature Blue LLC Inv Rel: No Addr: 1301 Grandview Avenue, Suite 300 Pittsburgh PA 15211 NOB: Other Other/None of the Above This entity will simply hold an investment in Augment Therapy POSI: Passive Investor, Limited Partner Start Date: 2/8/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Passive Investor, Limited Partner BN: SIGNATURE VENTURES, LLC POSI: Owner NOB: This entity will house venture capital and angel investments INV REL: Yes # OF HRS: 0 SEC TRAD HRS: 0 STRT DATE: 09/30/2021 ADDRESS: 1301 Grandview Avenue, Ste 300, Pittsburgh PA 15211 DESC: One of seven owners of this entity BN: SIGNATURE MHSF INVESTMENTS LLC POSI: Member NOB: Investment Vehicle for Private Equity INV REL: No # OF HRS: 0 SEC TRAD HRS: 0 START DATE: 06/17/2022 ADDR: 1301 Grandview Avenue, Suite 300, Pittsburgh PA 15211 DESC: Investor BN: AMERICAN HEART ASSOCIATION BOARD MEMBER POSI: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: N #OF HRS: 2 SEC TRAD HRS: 2 START DATE: 09/23/2022 ADDR: 444 Liberty Avenue, Pittsburgh PA 15222 DESC: Board forms committees to org and execute various fundraisers throughout the year. The board also organizes hand-on activities to give back to the community in a number of ways. BN: ACTIVE ANGELS NETWORK POSI: Member NOB: Angel investment club INV REL: Y #OF HOURS: 2 SEC TRAD HRS: 0 START DATE: 11/30/2023 ADDR: 105 Market Street, Pittsburgh PA 15222 DESC: None BN: Signature Venture 412 LLC Inv Rel: No Address: 1301 Grandview Avenue, Suite 300 Pittsburgh PA 15211 NOB: Other Other/None of the Above I will invest in the 412 Venture Fund POSI: I am a Limited Partner in the LLC Start Date: 2/1/2021 Hrs per month: 0% - 10% (0 - 16 hours) Hrs per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will invest in the 412 Venture Fund BN: SIGNATURE FINANCIAL PLANNING POSITION: Senior Advisor and Partner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Build and manage financial planning practice/book of business BN: SIGNATURE WEALTH POSITION: Senior Advisor and Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2005 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Build and manage financial planning practice/book of business BN: SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219, United States DESCRIPTION: General Member
CRS (Client Relationship Summary) - RIA
Click below to view Michael Henry Milarski'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: 2019
Experience
Current
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
PITTSBURGH, PA
Current
August 8, 2005 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
January 10, 2020 - September 30, 2025
SIGNATURE SELECT WEALTH
RIA
CRD#: 306143
PITTSBURGH, PA
Past
February 5, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PITTSBURGH, PA
Past
May 2, 2005 - August 9, 2005
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PITTSBURGH, PA
Past
May 11, 2004 - August 9, 2005
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
January 8, 2003 - January 16, 2004
ALLEGHENY INVESTMENTS, LTD.
BD
CRD#: 7597
PITTSBURGH, PA
Past
July 10, 2001 - June 20, 2002
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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(2/12/2009)
RR
District of Columbia(10/18/2007)
RR
Florida(12/5/2005)
RR
Indiana(8/28/2023)
RR
Maryland(10/19/2006)
RR
Massachusetts(7/15/2014)
RR
Michigan(4/22/2008)
RR
New Hampshire(11/3/2005)
RR
New Jersey(3/6/2014)
RR
New Mexico(2/11/2021)
RR
New York(8/23/2010)
RR
North Carolina(5/3/2023)
RR
Ohio(2/16/2007)
RR
Oregon(2/25/2011)
RR
Pennsylvania(8/8/2005)
IAR
Pennsylvania(4/20/2016)
RR
South Carolina(11/10/2014)
RR
Tennessee(4/9/2025)
RR
Texas(4/29/2024)
IAR
Texas(4/30/2024)
RR
Virginia(3/10/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
