MP
Milan Pualic
MONTERRA ADVISORS
ORLANDO, FL 32811
CRD#: 8140858
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MP
Milan PualicMONTERRA ADVISORS
Professional summary
Milan Pualic is a registered financial advisor currently at MONTERRA ADVISORS, LLC located in Orlando, Florida.
Milan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Milan has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Milan Pualic'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 26, 2025 - Present
MONTERRA ADVISORS, LLC
Office #1: 5301 Conroy Rd Suite 140, Orlando, FL 32811RIA
CRD#: 338054
ORLANDO, FL
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(9/26/2025)
Exams
Current Firm
MA
MONTERRA ADVISORS, LLC
MONTERRA ADVISORS, LLC
CRD#: 338054 / SEC#:
Florida
Registered Investment Advisory firm - (9/26/2025 Approved)Loading...
Contact information
Main Address
5301 Conroy Rd Suite 140, Orlando, FL 32811
Mailing Address
Phone number
(305) 203-3617
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
MONTERRA ADVISORS, LLC
CRD#: 338054Orlando, FL 32811TRUST BUT VERIFY
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