Michael A. Milinovich

MILINOVICH & CO.,

Waynesburg, PA 15370

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CRD#: 6442662

Professional summary

Michael Andrew Milinovich, who also goes by Michael Andrew Milinovich Jr, is a registered financial advisor currently at MILINOVICH & CO., INC located in Waynesburg, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Andrew Milinovich Jr

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.

MILINOVICH LAND CO., INC 101 N WOODLAND AVENUE, WAYNESBURG, PA 15370 PRIVATE FAMILY BUSINESS - GAS ROYALTIES - NON-INVESTMENT RELATED SHAREHOLDER AND OFFICER START DATE 8/1977 ZERO HOURS PER MONTH AND ZERO HOURS DURING TRADING HOURS Community Foundation of Greene County 108 E. High St. Waynesburg PA 15370 Finance committee member from 2019 to present volunteer position- no compensation nor benefits received Blueprints- A Community Action Corp. 150 W Beau St #106, Washington, PA 15301 since 2018 Volunteer on Parents advisory council no compensation or benefit received

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Milinovich'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®

None

Experience

Current

January 22, 2015 - Present

MILINOVICH & CO., INC

Office #1: 101 N. Woodland Ave, Waynesburg, PA 15370

RIA

CRD#: 122894

Waynesburg, PA

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

Florida
(5/29/2018)

IAR

North Carolina
(3/5/2020)

IAR

Pennsylvania
(1/22/2015)

IAR

West Virginia
(2/7/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/24/2014

Uniform Investment Adviser Law Examination

Current Firm

MILINOVICH & CO., INC

CRD#: 122894 / SEC#:

Florida

Registered Investment Advisory firm - (5/29/2018 Approved)

North Carolina

Registered Investment Advisory firm - (3/3/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/27/1998 Approved)

West Virginia

Registered Investment Advisory firm - (7/29/1999 Approved)

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Contact information

Main Address

101 N. Woodland Ave, Waynesburg, PA 15370

Mailing Address

Phone number

(724) 852-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 100,477,496

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 A. Milinovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Milinovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILINOVICH & CO., INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2014

Current Firm

MILINOVICH & CO., INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILINOVICH & CO., INC

TRUST BUT VERIFY

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