Michael M. Milbee

KESTRA ADVISORY SERVICES

Hartsville, SC 29550

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CRD#: 5035666

Professional summary

Michael Mechab Milbee, CFP®, who also goes by Michael Milbee, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Hartsville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Hartsville, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Milbee

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.

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP LLC POSITION: President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/08/2025 ADDRESS: 146 Cargill Way Suite A, Hartsville SC 29550, United States DESCRIPTION: President and Sr. Wealth Advisor--I oversee the day-to-day operations of our business while also providing comprehensive financial planning services to clients, including asset management, insurance planning, estate planning, etc. Name: MILBEE PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/08/2025 ADDRESS: 3374 Vanderbilt Boulevard, Pawleys Island SC 29585, United States DESCRIPTION: Manage property, maintain, pay bills, collect rent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Mechab Milbee'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 24, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550Office #2: 11270 Ocean Highway Suite B, Pawleys Island, SC 29585

RIA

CRD#: 283330

Hartsville, SC

Current

September 24, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550Office #2: 11270 Ocean Highway Suite B, Pawleys Island, SC 29585

CRD#: 7556

PURCHASE, NY

Past

November 3, 2005 - January 3, 2006

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

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".

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.

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

Alabama
(9/26/2025)

Arkansas
(10/23/2025)

Florida
(9/24/2025)

Georgia
(9/24/2025)

Michigan
(10/23/2025)

New Jersey
(9/24/2025)

North Carolina
(9/26/2025)

Ohio
(10/23/2025)

South Carolina
(9/24/2025)

IAR

South Carolina
(9/24/2025)

Tennessee
(9/24/2025)

Texas
(9/24/2025)

IAR

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

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	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael M. Milbee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Mechab Milbee's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2006

Series 63

Date: 11/11/2005

SIE

Date: 10/1/2018

Series 31

Date: 2/10/2006

Series 7

Date: 11/2/2005

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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