Matt J. Milosevich

ADVISORY ALPHA

Surprise, AZ 85374

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CRD#: 4643033

Professional summary

Matt John Milosevich II, who also goes by Milo Milosevich, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Surprise, Arizona.

Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matt has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Milo Milosevich

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) HPY Financial Solutions; Investment Related; 15331 W. Bell Rd. Suite 212 Surprise AZ 85374; Financial services; Owner and Financial Advisor; 11/18/2024; 160 hours/month; 160 hours/month; Provides financial, consulting, and life insurance services to clients. 2) HPY Financial Solutions; Investment Related; 15331 W. Bell Rd. Suite 212 Surprise AZ 85374; life Insurance Sales; Owner and Agent; 11/18/2024; 40 hours/month; 40 hours/month; sale of life insurance products to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt John Milosevich II'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

January 30, 2025 - Present

ADVISORY ALPHA, LLC

Office #1: 15331 W. Bell Rd. Suite 212, Surprise, AZ 85374

RIA

CRD#: 158282

Surprise, AZ

Past

September 27, 2007 - January 20, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

KANSAS CITY, MO

Past

September 27, 2007 - January 20, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

KANSAS CITY, MO

Past

September 10, 2003 - September 25, 2007

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

OVERLAND PARK, KS

Past

March 17, 2003 - September 25, 2007

PRUCO SECURITIES, LLC.

CRD#: 5685

OVERLAND PARK, KS

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".

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 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

Arizona
(1/30/2025)

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: 10/21/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/13/2003

General Securities Representative Examination

Current Firm

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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Contact information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Mailing Address

Phone number

(866) 530-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts	22,480
AUM (Assets Under Management)	$ 3,468,083,482

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

Matt J. Milosevich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt John Milosevich II's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2024

Series 66

Date: 3/27/2003

Series 7

Date: 3/13/2003

Current Firm

ADVISORY ALPHA, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORY ALPHA, LLC

TRUST BUT VERIFY

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