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SM

Steven A. Milcinovic

ARBOR COURT CAPITAL
Broadview Heights, OH 44147
Some features on this profile are disabled
CRD#: 6435702
SM

Professional summary

Steven Anthony Milcinovic, who also goes by Steven Milcinovic, is a registered financial professional currently at ARBOR COURT CAPITAL, LLC located in Broadview Heights, Ohio.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2015. Steven has worked at 1 firm and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steven Milcinovic

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) - BD

Click below to view Steven Anthony Milcinovic'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

March 23, 2015 - Present

ARBOR COURT CAPITAL, LLC

Office #1: 8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
BD
CRD#: 143839
Broadview Heights, OH

State Registrations and Notice Filings

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

RR
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

RR
Ohio
(1/26/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 6/4/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 6/21/2024
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/4/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ARBOR COURT CAPITAL, LLC
ARBOR COURT CAPITAL, LLC

CRD#: 143839 / SEC#: , 8-67609

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Mailing Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Phone number
(440) 922-0066
Established
Ohio since 11/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GETTS, GREGORY BRAINARDCFO, FINANCIAL PRINCIPAL, PRESIDENT1300527
MILCINOVIC, STEVEN ANTHONYCCO, FINANCIAL PRINCIPAL6435702

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.

Company Information

ARBOR COURT CAPITAL, LLC

CRD#: 143839Broadview Heights, OH 44147

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