Pantelis E. Miliotis

WILMINGTON, NC 28403

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CRD#: 6836574

Professional summary

Pantelis Emanuel Miliotis, CFP®, who also goes by Pantelis Miliotis, Pante Emanuel Miliotis, was a registered financial advisor .

Pantelis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Pantelis had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pantelis Miliotis | Pante Emanuel Miliotis

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.

"Employee of the Vanguard Group, Inc.(parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355"

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 26, 2025 - Present

Office #1: 4018 Oleander Drive Suite 102, Wilmington, NC 28403

WILMINGTON, NC

Past

October 11, 2022 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Wilmington, NC

Past

October 1, 2019 - October 12, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

August 28, 2017 - October 12, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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

North Carolina
(9/26/2025)

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 66

Date: 9/25/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/8/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2017

General Securities Representative Examination

Current firm

No current employment

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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Pantelis E. Miliotis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2019

Series 63

Date: 9/8/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2017

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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