Pamela A. Zusman

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CRD#: 5217903

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Ann Zusman, who also goes by Pamela Ann Collins, Pamela Ann Hoff, Pamela Ann Hulsey, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 2006. Pamela had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Pamela Ann Collins | Pamela Ann Hoff | Pamela Ann Hulsey

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 11, 2021 - March 24, 2021

ALBITZ/MILOE AND ASSOCIATES, INC.

RIA

CRD#: 104777

KALAHEO, HI

Past

January 7, 2021 - March 23, 2021

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

TORRANCE, CA

Past

March 16, 2017 - December 4, 2020

ALBITZ/MILOE AND ASSOCIATES, INC.

RIA

CRD#: 104777

TORRANCE, CA

Past

March 27, 2012 - October 19, 2020

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

TORRANCE, CA

Past

September 8, 2008 - March 26, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

TORRANCE, CA

Past

April 9, 2007 - July 2, 2008

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

OJAI, CA

Past

December 8, 2006 - July 2, 2008

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

OJAI, CA

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".

ALBITZ/MILOE AND ASSOCIATES, INC.

ALBITZ MILOE & ASSOCIATES | ALBITZ/MILOE AND ASSOCIATES, INC.

CRD#: 104777 / SEC#: 801-22365

RIA

Registered Investment Advisory firm - (10/19/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 1/10/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/2006

General Securities Representative Examination

Current Firm

ALBITZ/MILOE AND ASSOCIATES, INC.

ALBITZ MILOE & ASSOCIATES | ALBITZ/MILOE AND ASSOCIATES, INC.

CRD#: 104777 / SEC#: 801-22365

RIA

Registered Investment Advisory firm - (10/19/1984 Approved)

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Contact information

Main Address

23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505

Mailing Address

Phone number

(310) 373-8861

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALBITZ/MILOE & ASSOCIATES, INC. CRS+ADV PART 2A BROCHURE & 2B SUPPLEMENTS (8/19/2025)

Regulatory assets under management

Total Number of Accounts	1,286
AUM (Assets Under Management)	$ 703,538,620

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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Firm Stability Insights

Pamela A. Zusman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALBITZ/MILOE AND ASSOCIATES, INC.

CETERA WEALTH SERVICES, LLC

ALBITZ/MILOE AND ASSOCIATES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

ALBITZ/MILOE AND ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2007

Series 7

Date: 12/7/2006

Current Firm

ALBITZ/MILOE AND ASSOCIATES, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALBITZ/MILOE AND ASSOCIATES, INC.

TRUST BUT VERIFY

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