DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Vincent Milillo
Feed of 09/14/2026
Also filed as Michael V Milillo
At current firm
1 y
since Sep 5, 2025
In the industry
20 y
since Feb 10, 2006 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 5, 2025 · Hauppauge, Ny
- Avantax Advisory Services formerNov 16, 2023 to Sep 5, 2025 · 888 Veterans Memorial Highway, Ny
- Osaic Wealth, Inc. BD affiliatedJul 19, 2021 to Nov 20, 2023 · Hauppauge, Ny
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Jul 20, 2021 · New York, Ny
- Msi Financial Services, Inc. formerFeb 12, 2016 to Mar 25, 2017 · New York, Ny
- Woodstock Financial Group, Inc. formerFeb 16, 2011 to Feb 19, 2016 · Farmingdale, Ny
- Fmsi Advisers formerOct 17, 2008 to Feb 23, 2011 · Garden City, Ny
- J P Turner & Company Capital Management, LLC formerJun 9, 2008 to Oct 17, 2008 · Westybury, Ny
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- Osaic Wealth, Inc. to Avantax Advisory Servicesleft Nov 20, 2023, registered Nov 16, 2023 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- MML Investors Services, LLC to Osaic Wealth, Inc.left Jul 20, 2021, registered Jul 19, 2021 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Woodstock Financial Group, Inc. to Msi Financial Services, Inc.left Feb 19, 2016, registered Feb 12, 2016 (-7 days) · Other
- Fmsi Advisers to Woodstock Financial Group, Inc.left Feb 23, 2011, registered Feb 16, 2011 (-7 days) · Other
- J P Turner & Company Capital Management, LLC to Fmsi Advisersleft Oct 17, 2008, registered Oct 17, 2008 (0 days) · Other
Signals
- Michael Vincent Milillo left Osaic Wealth, Inc. for Avantax Advisory Services (registered 2023-11-16)Nov 20, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address