DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

MILTON J BEILE III

Advisor at VESTECH ASSET MANAGEMENT INC.

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1fa8880-60c5-98a8-1fc0-87da2f6e1a7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VESTECH ASSET MANAGEMENT INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 23, 2000
First registration: Mar 9, 2001
Dual registered: yes, broker-dealer
Other names: MILTON JOSEPH BEILE|MILTON JOSEPH BEILE III|MILTON JOSEPH BEILE|MILTON J BEILE III|MILTON J BEILE, III
IAPD individual key: 4265262

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VESTECH ASSET MANAGEMENT INC.	State registered	Mar 15, 2018	n/a	yes	SAINT LOUIS, MO	Current employment
CUTTINGEDGE ADVISORS	Former SEC adviser	Aug 4, 2017	Mar 9, 2018	no	EUREKA, MO	Previous registration
CUTTINGEDGE ADVISORS	Former SEC adviser	Jul 21, 2016	Dec 31, 2016	no	Chesterfield, MO\|EUREKA, MO	Previous registration
PRIVATE LABEL MONEY MANAGEMENT, INC.	n/a	Sep 27, 2013	Jun 2, 2016	no	NISSWA, MN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 1, 2009	May 23, 2013	no	CLAYTON, MO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 9, 2001	May 20, 2009	no	ST. LOUIS, MO\|CLAYTON, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUTTINGEDGE ADVISORS	VESTECH ASSET MANAGEMENT INC.	Mar 9, 2018	Mar 15, 2018	6	Firm change	RIA to state RIA
PRIVATE LABEL MONEY MANAGEMENT, INC.	CUTTINGEDGE ADVISORS	Jun 2, 2016	Jul 21, 2016	49	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRIVATE LABEL MONEY MANAGEMENT, INC.	May 23, 2013	Sep 27, 2013	127	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 20, 2009	May 1, 2009	-19	Firm change	Other

Relationships

Registered with (5)

→ VESTECH ASSET MANAGEMENT INC.Registered adviserregistration: current employment
Mar 15, 2018 to presentfactForm ADV
→ CUTTINGEDGE ADVISORSRegistered adviserregistration: previous registration
Aug 4, 2017 to Mar 9, 2018factForm ADV
→ PRIVATE LABEL MONEY MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 27, 2013 to Jun 2, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 1, 2009 to May 23, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 9, 2001 to May 20, 2009factForm ADV

Dated events

No dated event names this entity yet.