Matthew L. Milcetich
Professional summary
Matthew Louis Milcetich, who also goes by Matt Milcetich, is a registered financial professional currently at HUNTINGTON SECURITIES, INC. located in Columbus, Ohio and CAPSTONE PARTNERS located in Boston, Massachusetts.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Louis Milcetich's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2020 - Present
HUNTINGTON SECURITIES, INC.
Office #1: 41 South High St, Columbus, OH 43287Office #2: 41 South High Street 5th Floor, Columbus, OH 43287July 5, 2022 - Present
CAPSTONE PARTNERS
Office #1: 10 Post Office Square Suite 800n, Boston, MA 02109January 20, 2016 - February 24, 2020
THE HUNTINGTON INVESTMENT COMPANY
December 4, 2014 - September 8, 2015
KEYBANC CAPITAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/21/2025)
(2/21/2025)
(2/24/2020)
Exams
FINRA
Current Firm
CAPSTONE PARTNERS
CRD#: 132185 / SEC#: , 8-66572
Contact information
FINRA licenses (17 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPSTONE CORPORATE FINANCE LLC | DIRECT OWNER | |
| BEEKMAN, TODD ANDREW | DIRECTOR | 6291198 |
| CASPER, MARK VERNON JR. | CHIEF FINANCIAL OFFICER | 6682711 |
| DAHLKE, STEPHEN MATTHEW | CHIEF COMPLIANCE OFFICER | 2577928 |
| FERRARA, JOHN MARIO II | PRESIDENT | 2097226 |
| JANSON, PAUL EDWARD | DIRECTOR | 4992234 |
| KLEINMAN, SCOTT DAVID | DIRECTOR | 2357636 |
| MILCETICH, MATTHEW LOUIS | EXECUTIVE MANAGING DIRECTOR | 6419334 |
| VALDIVIA, SERENA | AML OFFICER | 7790899 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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