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JM

Jeffrey R. Milewski

MOAT CAPITAL
OMAHA, NE 68108
Some features on this profile are disabled
CRD#: 7976163
JM

Professional summary

Jeffrey Richard Milewski, who also goes by Jeff Milewski, is a registered financial advisor currently at MOAT CAPITAL located in Omaha, Nebraska.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Milewski

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.
Creighton University; Not investment-related; Same Address; Educational Organization; Instructor; Since 08/2015; Approximately 10% of time per month; Teach online courses for the Creighton University Heider College of Business Stable Coin Inc.; Not investment-related; 2261 Market St. Suite 86079 San Francisco, CA. 94114; Financial technology company; CEO; Since 01/2024; Full-time position; Lead and manage company operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Milewski'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

October 22, 2024 - Present

MOAT CAPITAL

Office #1: 1113 S 10th St #5, Omaha, NE 68108
RIA
CRD#: 313152
OMAHA, NE

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
California
(1/2/2025)
IAR
Nebraska
(10/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2024
Uniform Investment Adviser Law Examination

Current Firm

MC
MOAT CAPITAL
MOAT CAPITAL | MOAT CAPITAL LLC

CRD#: 313152 / SEC#:

California
Registered Investment Advisory firm - (1/1/2025 Approved)
Nebraska
Registered Investment Advisory firm - (10/1/2024 Approved)
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Contact information

Main Address
1113 S 10th St #5, Omaha, NE 68108
Mailing Address
Phone number
(341) 203-3480
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

MOAT CAPITAL

CRD#: 313152Omaha, NE 68108

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