LM
Luis A. Miletti
SAVVY
Louisville, KY
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CRD#: 5829683
LM
Professional summary
Luis Alberto Miletti JR, CIMA®, who also goes by Luis Alberto Miletti, is a registered financial advisor currently at SAVVY located in Louisville, Kentucky.
Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Luis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luis Alberto Miletti
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) Miletti Global Services. Not investment-related. Louisville, KY. Nature: I am interested in purchasing property. Specifically, land which may be developed in the future and potentially rented out. For now, I am using the business as the holding company for properties I am looking to purchase. This business will be established in the country of Panama. Owner. Start date: 02/01/2025. Not during securities trading hours. Description: Buy land, potentially build a house in the future and maybe collect rental income in the future. (2) Renew Panama. Not investment-related. Louisville, KY. Nature: I am interested in purchasing property. Specifically, land which may be developed in the future and potentially rented out. For now, I am using the business as the holding company for properties I am looking to purchase. This business will be established in the country of Panama. Owner. Start date: 03/01/2024. Not during securities trading hours. Description: Buy land, potentially build a house in the future and maybe collect rental income in the future. (3) Miletti Wealth Management. Investment-related. used as a marketing name for advisory services and offering insurance; CEO and Founder; Start date: 03/19/2025; 20 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Luis Alberto Miletti JR's 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®
Experience
Current
April 8, 2025 - Present
SAVVY
RIA
CRD#: 318493
Louisville, KY
Past
November 13, 2020 - March 19, 2025
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
LOUISVILLE, KY
Past
November 13, 2020 - March 19, 2025
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
LOUISVILLE, KY
Past
December 3, 2010 - November 23, 2020
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
LOUISVILLE, KY
Past
October 20, 2010 - November 23, 2020
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
LOUISVILLE, KY
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Kentucky(4/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
