Robert J. Mileff

PITCAIRN

Tysons Corner, VA 22102

Some features on this profile are disabled

CRD#: 4493234

Professional summary

Robert John Mileff Jr, who also goes by Robert John Mileff Jr, Robert John Mileff, Robert John Mileff Jr, is a registered financial advisor currently at PITCAIRN located in Tysons Corner, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert John Mileff Jr | Robert John Mileff | Robert John Mileff Jr

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.

Pitcairn Trust Company, investment related, Tysons Corner, VA, Trust Company, Managing Director - Alternative Investments, 02/2023, 80 hours per month, all during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Mileff Jr'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

June 10, 2025 - Present

PITCAIRN

Office #1: 8350 Broad Street, Tysons Corner, VA 22102

RIA

CRD#: 333260

Tysons Corner, VA

Past

September 7, 2012 - May 8, 2013

ENTRUST GLOBAL SECURITIES LLC

CRD#: 146443

NEW YORK, NY

Past

November 30, 2007 - February 27, 2012

FORTIGENT SECURITIES COMPANY, LLC.

CRD#: 46022

ROCKVILLE, MD

Past

September 13, 2006 - September 5, 2012

FORTIGENT, LLC

RIA

CRD#: 138164

ROCKVILLE, MD

Past

December 10, 2003 - July 18, 2006

MONROE VOS CONSULTING, INC.

RIA

CRD#: 107315

HOUSTON, TX

Past

October 9, 2003 - July 19, 2006

MV SECURITIES GROUP, INC.

CRD#: 37613

HOUSTON, TX

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".

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 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

Virginia
(6/10/2025)

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 65

Date: 2/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/9/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/2003

General Securities Representative Examination

Current Firm

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 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

Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428

Mailing Address

Phone number

(215) 881-6144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PITCAIRN ADV 2A JULY 21 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 775,801,961

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert J. Mileff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Mileff Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENTRUST GLOBAL SECURITIES LLC

FORTIGENT SECURITIES COMPANY, LLC.

FORTIGENT, LLC

MONROE VOS CONSULTING, INC.

MV SECURITIES GROUP, INC.

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2025

Series 66

Date: 12/9/2003

Series 7

Date: 10/8/2003

Current Firm

PITCAIRN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PITCAIRN

TRUST BUT VERIFY

Similar Advisors