MM
Mark C. Milton
ARMORY OAK WEALTH LLC
Saint Louis, MO 63122
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CRD#: 6897351
MM
Professional summary
Mark Carl Milton, who also goes by Mark Milton, is a registered financial advisor currently at ARMORY OAK WEALTH LLC located in Saint Louis, Missouri.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Milton
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.
MCM Law LLC d/b/a Milton Law Group not investment-related 11004 Manchester Road, St. Louis, MO 63122 law firm Founder, Managing Attorney, Sole Member 9/5/2017 160 hours per month 140 hours during trading The law firm specializes in civil and criminal tax controversy matters, litigation, tax preparation and planning, and estate planning. I also serve as Treasurer/Deputy Treasurer for various political action committees in Missouri, for which the law firm receives compensation. Miltchester Properties LLC investment-related private residence in St. Louis, MO real estate Sole Member 10/19/2022 2 hours per month 2 hours during trading The entity was initially formed to pursue real estate opportunities but did not have any activity until it acquired the buildings located at 11004 Manchester Road, St. Louis, MO 63122 and 1051 N. Harrison, Kirkwood, MO 63122. Federal Bar Association (FBA) St. Louis Chapter not investment-related 11004 Manchester Road, St. Louis, MO 63122 professional association Board of Directors Member 6/10/2015 1 hour per month 1 hour during trading Duties include ensuring the continuum of the organization by making sure all required registration reports are filed with the SOS and annual information returns with the IRS. Greta Gives Hope, Inc. not investment-related private residence in St. Louis, MO non-profit Director, Treasurer 6/6/2018 0 hours per month 0 hours during trading Mark is Director/Treasurer of Greta Gives Hope, Inc. (www.gretagiveshope.org), a 501c3 started by he and his wife in memory of the baby girl they lost to stillbirth at 37 weeks. He receives no compensation in this role. Missouri Athletic Club not investment-related 405 Washington Ave, St. Louis, MO 63102 private club Board of Governors Member May 2024 10 hours per month 5 hours during trading Attend and participate in board and committee meetings concerning club governance.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Carl Milton'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®
NoneExperience
Current
September 9, 2021 - Present
ARMORY OAK WEALTH LLC
Office #1: 11004 Manchester Road, Saint Louis, MO 63122RIA
CRD#: 311092
Saint Louis, MO
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
Illinois(9/30/2021)
IAR
Missouri(9/9/2021)
Current Firm
AO
ARMORY OAK WEALTH LLC
ARMORY OAK WEALTH LLC
CRD#: 311092 / SEC#:
Illinois
Registered Investment Advisory firm - (1/1/2022 Approved)Missouri
Registered Investment Advisory firm - (9/9/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11004 Manchester Road, Saint Louis, MO 63122
Mailing Address
Phone number
(314) 561-7466
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 1,786,589 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARMORY OAK WEALTH LLC
CRD#: 311092Saint Louis, MO 63122TRUST BUT VERIFY
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