Michael J. Milas

OSAIC WEALTH

Braintree, MA 02184

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CRD#: 5526954

Professional summary

Michael Jay Milas, who also goes by Michael Milas, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Braintree, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Milas

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) FIXED INSURANCE SALES; YES, INVESTMENT RELATED; 5601 MARINER, SUITE 475, TAMPA, FL 33609; FIXED AND VARIABLE INSURANCE, LTC, DISABILITY, HEALTH INSURANCE; INSURANGE AGENT; 3/2015; 20 HRS/MONTH; 1 HR/MONTH; FIXED AND VARIABLE INSURANCE, LTC, DISABILITY, HEALTH INSURANCE 2) GFA FINANCIAL GROUP, LLC; 02/08/2016; YES INV RELATED; SALES; 13770 58TH ST N, SUITE 318, CLEARWATER, FL 33760; SALES; 40 HRS/MO; 3 TRADING; INVESTMENT ADVICE. 3) GFA FINANCIAL GROUP POSITION: Registered Representative/Investment Adviser Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 10/24/2018 ADDRESS: 5601 MARINER ST, SUITE 475, TAMPA FL 33609, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) PREMIER FINANCIAL ADVISORS, LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2015 ADDRESS: 5601 MARINER ST, SUITE 475, Tampa FL 33609, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Milas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Jay Milas'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

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 817 Washington Street Suite 301, Braintree, MA 02184Office #2: 5601 Mariner St Suite 475, Tampa, FL 33609

RIA

CRD#: 23131

Braintree, MA

Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 817 Washington Street Suite 301, Braintree, MA 02184Office #2: 5601 Mariner St Suite 475, Tampa, FL 33609

RIA

CRD#: 23131

Braintree, MA

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

LAUREL, MD

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

LAUREL, MD

Past

March 11, 2015 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CLEARWATER, FL

Past

March 4, 2015 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CLEARWATER, FL

Past

July 8, 2008 - March 6, 2015

WADDELL & REED

RIA

CRD#: 866

TAMPA, FL

Past

June 13, 2008 - March 6, 2015

WADDELL & REED

CRD#: 866

TAMPA, FL

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

Arizona
(11/2/2018)

Arkansas
(1/28/2021)

California
(11/2/2018)

Connecticut
(1/13/2023)

Delaware
(11/2/2018)

District of Columbia
(11/2/2018)

Florida
(11/2/2018)

IAR

Florida
(11/2/2018)

Georgia
(11/2/2018)

Illinois
(11/2/2018)

Indiana
(1/4/2022)

Kentucky
(1/14/2023)

Maine
(1/2/2025)

Maryland
(11/2/2018)

Massachusetts
(1/13/2023)

IAR

Massachusetts
(7/26/2023)

Michigan
(11/2/2018)

New Hampshire
(1/13/2023)

New Jersey
(11/2/2018)

New York
(5/16/2019)

North Carolina
(11/2/2018)

IAR

North Carolina
(2/23/2024)

Ohio
(1/6/2021)

Pennsylvania
(1/6/2021)

South Carolina
(11/2/2018)

Tennessee
(11/2/2018)

Texas
(2/1/2019)

IAR

Texas
(7/31/2019)

Virginia
(11/2/2018)

West Virginia
(11/2/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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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Michael J. Milas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Milas's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Michael Jay Milas's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/12/2008

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

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